+24.0%
NET vs POET
-51.0%
+75.0%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.3% | -12.7% | +4.4% | -7.2% |
| 7D | -21.2% | -24.7% | +3.5% | -19.2% |
| 30D | -31.1% | -44.7% | +13.6% | -27.6% |
| 3M | -16.5% | -47.3% | +30.8% | -12.2% |
| 6M | 0.0% | -53.7% | +53.8% | +3.7% |
| YTD | +24.0% | -32.7% | +56.7% | +18.8% |
| 1Y | +7.0% | -29.5% | +36.5% | +1.4% |
| 3Y | +279.6% | +180.3% | +99.3% | +194.4% |
| 5Y | +24.0% | -48.0% | +72.0% | +6.3% |
| All | +24.0% | -51.0% | +75.0% | +6.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling