-8.4%
POET vs LPLA
+142.4%
-150.8%
-92.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -0.7% | -4.3% | -4.8% |
| 7D | +3.7% | -3.7% | +7.3% | +4.8% |
| 30D | -11.5% | -6.4% | -5.2% | -9.9% |
| 3M | -30.8% | +20.2% | -51.0% | -35.2% |
| 6M | +8.6% | +12.8% | -4.3% | +2.1% |
| YTD | +20.1% | -2.5% | +22.6% | +19.0% |
| 1Y | +35.7% | +1.9% | +33.8% | +33.1% |
| 3Y | +116.5% | +45.0% | +71.6% | +92.1% |
| 5Y | -8.4% | +146.6% | -155.0% | -42.4% |
| All | -8.4% | +142.4% | -150.8% | -42.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling