-76.7%
LULU vs POET
-6.5%
-70.2%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +4.6% | -2.4% | +2.0% |
| 7D | -1.6% | +0.4% | -2.0% | -1.6% |
| 30D | -18.1% | -10.4% | -7.7% | -17.9% |
| 3M | -18.8% | -29.3% | +10.6% | -18.2% |
| 6M | -39.2% | +6.9% | -46.1% | -41.2% |
| YTD | -52.4% | +25.6% | -78.0% | -54.4% |
| 1Y | -40.3% | +49.2% | -89.5% | -43.9% |
| 3Y | -75.1% | +128.4% | -203.5% | -77.9% |
| All | -76.7% | -6.5% | -70.2% | -79.4% |
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