+28.0%
NBIS vs POET
-21.9%
+49.9%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -4.1% | -2.5% | -5.4% |
| 7D | -22.4% | -16.4% | -5.9% | -17.9% |
| 30D | -39.1% | -37.5% | -1.6% | -29.9% |
| 3M | -37.3% | -43.1% | +5.7% | -25.9% |
| 6M | -19.8% | -31.4% | +11.6% | -10.4% |
| YTD | +69.1% | -22.9% | +92.0% | +40.0% |
| 1Y | +28.0% | -18.0% | +46.0% | +3.0% |
| All | +28.0% | -21.9% | +49.9% | +3.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling