+228.6%
LUV vs POET
-20.5%
+249.1%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +4.6% | -3.2% | +1.3% |
| 7D | -1.0% | +0.4% | -1.3% | -1.0% |
| 30D | -12.4% | -10.4% | -2.0% | -12.2% |
| 3M | -11.0% | -29.3% | +18.3% | -10.5% |
| 6M | -5.0% | +6.9% | -11.8% | -6.6% |
| YTD | -3.8% | +25.6% | -29.4% | -6.0% |
| 1Y | +25.9% | +49.2% | -23.2% | +22.1% |
| 3Y | +42.2% | +128.4% | -86.2% | +33.9% |
| 5Y | -10.8% | -4.2% | -6.6% | -15.4% |
| 10Y | +19.0% | +30.3% | -11.4% | +10.2% |
| All | +228.6% | -20.5% | +249.1% | +250.1% |
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