+159.7%
POET vs LPLA
+1,275.5%
-1,115.8%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -2.5% | +7.5% | +5.5% |
| 7D | +17.0% | -2.1% | +19.1% | +17.6% |
| 30D | -6.7% | -3.3% | -3.4% | -6.1% |
| 3M | -32.3% | +23.5% | -55.9% | -36.3% |
| 6M | +32.3% | +12.0% | +20.3% | +26.3% |
| YTD | +31.3% | -1.7% | +32.9% | +29.8% |
| 1Y | +55.3% | +3.2% | +52.1% | +52.1% |
| 3Y | +136.8% | +46.2% | +90.5% | +111.2% |
| 5Y | -2.2% | +144.9% | -147.1% | -24.4% |
| 10Y | +34.0% | +1,195.1% | -1,161.0% | -19.5% |
| All | +159.7% | +1,275.5% | -1,115.8% | +59.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling