+222.1%
LNG vs POET
-6.5%
+228.6%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +4.6% | -4.4% | +0.1% |
| 7D | -4.7% | +0.4% | -5.1% | -4.7% |
| 30D | +3.8% | -10.4% | +14.2% | +3.9% |
| 3M | +16.2% | -29.3% | +45.5% | +16.5% |
| 6M | +11.7% | +6.9% | +4.8% | +10.1% |
| YTD | +44.2% | +25.6% | +18.6% | +41.4% |
| 1Y | +18.6% | +49.2% | -30.6% | +15.4% |
| 3Y | +77.4% | +128.4% | -51.0% | +69.8% |
| All | +222.1% | -6.5% | +228.6% | +200.3% |
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 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