+390.7%
LLY vs POET
-11.6%
+402.3%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -5.0% | +4.9% | 0.0% |
| 7D | -3.2% | +3.7% | -6.8% | -3.2% |
| 30D | -7.4% | -11.5% | +4.1% | -7.3% |
| 3M | -1.0% | -30.8% | +29.7% | -0.7% |
| 6M | +12.5% | +8.6% | +3.9% | +10.4% |
| YTD | +5.0% | +20.1% | -15.1% | +2.6% |
| 1Y | +49.8% | +35.7% | +14.0% | +45.1% |
| 3Y | +95.5% | +116.5% | -21.1% | +86.5% |
| 5Y | +390.7% | -8.4% | +399.1% | +379.4% |
| All | +390.7% | -11.6% | +402.3% | +379.4% |
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 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