+263.3%
NEM vs POET
-20.5%
+283.8%
-76.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +4.6% | -4.1% | +0.4% |
| 7D | -1.0% | +0.4% | -1.4% | -1.0% |
| 30D | +7.8% | -10.4% | +18.2% | +8.1% |
| 3M | +30.2% | -29.3% | +59.5% | +30.9% |
| 6M | +9.6% | +6.9% | +2.7% | +8.4% |
| YTD | +27.8% | +25.6% | +2.2% | +26.0% |
| 1Y | +60.7% | +49.2% | +11.5% | +57.5% |
| 3Y | +245.3% | +128.4% | +116.8% | +231.9% |
| 5Y | +155.3% | -4.2% | +159.6% | +146.2% |
| 10Y | +313.2% | +30.3% | +282.8% | +290.8% |
| All | +263.3% | -20.5% | +283.8% | +192.3% |
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