+3,866.6%
LLY vs POET
-16.9%
+3,883.5%
-42.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +4.9% | -7.1% | -2.3% |
| 7D | -3.1% | +17.0% | -20.2% | -3.3% |
| 30D | -5.1% | -6.7% | +1.7% | -5.0% |
| 3M | -2.1% | -32.3% | +30.3% | -1.8% |
| 6M | +13.8% | +32.3% | -18.5% | +12.5% |
| YTD | +5.1% | +31.3% | -26.2% | +3.8% |
| 1Y | +53.1% | +55.3% | -2.2% | +50.5% |
| 3Y | +95.6% | +136.8% | -41.1% | +89.4% |
| 5Y | +361.5% | -2.2% | +363.7% | +348.6% |
| 10Y | +1,545.2% | +34.0% | +1,511.1% | +1,470.8% |
| All | +3,866.6% | -16.9% | +3,883.5% | +3,821.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling