+128.4%
POET vs LPLA
+46.5%
+81.9%
-78.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +1.9% | +2.7% | +3.9% |
| 7D | +0.4% | -1.5% | +1.9% | +0.9% |
| 30D | -10.4% | -6.0% | -4.4% | -8.5% |
| 3M | -29.3% | +24.0% | -53.4% | -35.6% |
| 6M | +6.9% | +17.0% | -10.1% | -2.5% |
| YTD | +25.6% | -0.7% | +26.3% | +23.9% |
| 1Y | +49.2% | +2.1% | +47.0% | +46.2% |
| 3Y | +128.4% | +48.7% | +79.8% | +115.7% |
| All | +128.4% | +46.5% | +81.9% | +115.7% |
Cumulative growth
Daily Returns
Daily percentage return beside LPLA.
Daily Out/Under-Performance
Portfolio return minus LPLA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LPLA 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 3y: compounded portfolio wealth divided by compounded LPLA 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…
3y analysis · Full analysis span regression · 6 months rolling