+57.3%
LLY vs POET
-21.9%
+79.3%
-23.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -4.1% | +4.7% | +0.5% |
| 7D | +10.1% | -16.4% | +26.5% | +9.7% |
| 30D | +24.0% | -37.5% | +61.6% | +23.1% |
| 3M | +27.3% | -43.1% | +70.3% | +26.2% |
| 6M | +47.0% | -31.4% | +78.3% | +45.4% |
| YTD | +32.6% | -22.9% | +55.5% | +33.8% |
| 1Y | +57.3% | -18.0% | +75.3% | +60.4% |
| All | +57.3% | -21.9% | +79.3% | +60.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling