+302.3%
NEM vs POET
+30.3%
+272.0%
-62.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +4.6% | -4.1% | +0.3% |
| 7D | -1.0% | +0.4% | -1.4% | -1.0% |
| 30D | +7.8% | -10.4% | +18.2% | +8.2% |
| 3M | +30.2% | -29.3% | +59.5% | +31.5% |
| 6M | +9.6% | +6.9% | +2.7% | +7.3% |
| YTD | +27.8% | +25.6% | +2.2% | +24.2% |
| 1Y | +60.7% | +49.2% | +11.5% | +54.5% |
| 3Y | +245.3% | +128.4% | +116.8% | +219.6% |
| 5Y | +155.3% | -4.2% | +159.6% | +138.0% |
| All | +302.3% | +30.3% | +272.0% | +233.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling