+33.2%
LNT vs POET
-6.5%
+39.7%
-25.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +4.6% | -4.6% | 0.0% |
| 7D | -1.0% | +0.4% | -1.4% | -1.0% |
| 30D | -4.2% | -10.4% | +6.1% | -4.2% |
| 3M | -6.7% | -29.3% | +22.7% | -6.6% |
| 6M | -3.6% | +6.9% | -10.4% | -4.3% |
| YTD | +5.9% | +25.6% | -19.7% | +4.9% |
| 1Y | +7.3% | +49.2% | -41.9% | +5.8% |
| 3Y | +46.5% | +128.4% | -82.0% | +41.0% |
| All | +33.2% | -6.5% | +39.7% | +26.5% |
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 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