+28.2%
LVS vs POET
-20.5%
+48.7%
-97.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +4.6% | -4.1% | +0.4% |
| 7D | -3.5% | +0.4% | -3.8% | -3.5% |
| 30D | -6.2% | -10.4% | +4.1% | -6.0% |
| 3M | -14.8% | -29.3% | +14.5% | -14.3% |
| 6M | -20.9% | +6.9% | -27.7% | -22.6% |
| YTD | -33.0% | +25.6% | -58.6% | -35.0% |
| 1Y | -20.0% | +49.2% | -69.2% | -23.2% |
| 3Y | -6.9% | +128.4% | -135.4% | -14.6% |
| 5Y | +9.1% | -4.2% | +13.3% | +1.3% |
| 10Y | -1.1% | +30.3% | -31.5% | -12.0% |
| All | +28.2% | -20.5% | +48.7% | +74.4% |
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 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