+780.8%
LMT vs POET
-20.5%
+801.3%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +4.6% | -5.7% | -1.2% |
| 7D | -0.2% | +0.4% | -0.6% | -0.2% |
| 30D | -13.1% | -10.4% | -2.7% | -13.0% |
| 3M | -3.9% | -29.3% | +25.5% | -3.6% |
| 6M | -18.3% | +6.9% | -25.1% | -19.4% |
| YTD | +10.3% | +25.6% | -15.3% | +8.3% |
| 1Y | +14.2% | +49.2% | -34.9% | +11.5% |
| 3Y | +35.0% | +128.4% | -93.5% | +28.1% |
| 5Y | +73.2% | -4.2% | +77.5% | +65.5% |
| 10Y | +186.8% | +30.3% | +156.5% | +166.2% |
| All | +780.8% | -20.5% | +801.3% | +726.2% |
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