+562.5%
LITE vs POET
-40.3%
+602.8%
-66.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -1.5% | -3.0% | -4.3% |
| 7D | +10.8% | +1.2% | +9.6% | +10.7% |
| 30D | -33.4% | -12.2% | -21.3% | -31.8% |
| 3M | -32.2% | -42.4% | +10.2% | -26.3% |
| 6M | -42.1% | -64.3% | +22.2% | -34.7% |
| YTD | +61.9% | -19.0% | +80.8% | +59.8% |
| 1Y | +163.0% | +9.1% | +153.8% | +151.9% |
| 3Y | +1,358.0% | +297.7% | +1,060.3% | +1,115.7% |
| All | +562.5% | -40.3% | +602.8% | +516.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling