-18.3%
LMT vs POET
+14.2%
-32.5%
-24.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +4.6% | -5.7% | -1.0% |
| 7D | -0.2% | +0.4% | -0.6% | -0.2% |
| 30D | -13.1% | -10.4% | -2.7% | -13.3% |
| 3M | -3.9% | -29.3% | +25.5% | -4.5% |
| 6M | -18.3% | +6.9% | -25.1% | -17.5% |
| All | -18.3% | +14.2% | -32.5% | -17.5% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling