+1,916.8%
LITE vs POET
+130.8%
+1,785.9%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | +4.9% | +6.1% | +10.3% |
| 7D | +12.6% | +17.0% | -4.4% | +10.2% |
| 30D | +9.9% | -6.7% | +16.7% | +11.2% |
| 3M | +9.3% | -32.3% | +41.6% | +14.8% |
| 6M | +75.2% | +32.3% | +42.9% | +61.1% |
| YTD | +165.5% | +31.3% | +134.2% | +142.8% |
| 1Y | +555.0% | +55.3% | +499.6% | +481.4% |
| All | +1,916.8% | +130.8% | +1,785.9% | +1,476.6% |
Cumulative growth
Daily Returns
Daily percentage return beside POET.
Daily Out/Under-Performance
Portfolio return minus POET return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × POET return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded POET wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling