+758.2%
NEE vs POET
-24.0%
+782.2%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -5.0% | +4.7% | -0.2% |
| 7D | -1.9% | +3.7% | -5.6% | -2.0% |
| 30D | -3.1% | -11.5% | +8.4% | -3.0% |
| 3M | -2.4% | -30.8% | +28.4% | -2.0% |
| 6M | -8.6% | +8.6% | -17.2% | -10.0% |
| YTD | +4.9% | +20.1% | -15.1% | +2.9% |
| 1Y | +19.4% | +35.7% | -16.3% | +16.4% |
| 3Y | +34.9% | +116.5% | -81.7% | +27.2% |
| 5Y | +11.0% | -8.4% | +19.5% | +5.5% |
| 10Y | +252.3% | +24.6% | +227.7% | +224.3% |
| All | +758.2% | -24.0% | +782.2% | +665.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling