-1.0%
NCLH vs POET
-21.9%
+20.9%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.8% | -4.1% | +10.9% | +6.9% |
| 7D | +15.8% | -16.4% | +32.3% | +16.4% |
| 30D | +25.1% | -37.5% | +62.6% | +26.7% |
| 3M | -7.3% | -43.1% | +35.7% | -5.9% |
| 6M | +8.1% | -31.4% | +39.5% | +8.4% |
| YTD | -16.7% | -22.9% | +6.2% | -20.7% |
| 1Y | -1.0% | -18.0% | +17.0% | -6.7% |
| All | -1.0% | -21.9% | +20.9% | -6.7% |
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