-4.7%
POET vs LUMN
-63.6%
+58.9%
-79.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LUMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +19.0% | +0.3% | +18.8% | +18.9% |
| 7D | -2.5% | -18.2% | +15.7% | +9.5% |
| 30D | -31.7% | -32.5% | +0.8% | -14.9% |
| 3M | -40.6% | -32.4% | -8.2% | -26.7% |
| 6M | -47.8% | -59.3% | +11.5% | -15.9% |
| YTD | -19.9% | -48.6% | +28.7% | +13.2% |
| 1Y | -4.7% | -63.5% | +58.8% | +55.6% |
| All | -4.7% | -63.6% | +58.9% | +55.6% |
Cumulative growth
Daily Returns
Daily percentage return beside LUMN.
Daily Out/Under-Performance
Portfolio return minus LUMN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LUMN 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 1y: compounded portfolio wealth divided by compounded LUMN 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…
1y analysis · Full analysis span regression · 6 months rolling