+112.5%
NET vs POET
-11.0%
+123.5%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +8.0% | -10.0% | -2.6% |
| 7D | -7.0% | +5.6% | -12.6% | -7.4% |
| 30D | -4.8% | -2.1% | -2.7% | -4.8% |
| 3M | +3.8% | -48.8% | +52.7% | +8.5% |
| 6M | +50.0% | +15.8% | +34.3% | +38.3% |
| YTD | +41.5% | +25.1% | +16.4% | +28.6% |
| 1Y | +32.8% | +50.6% | -17.7% | +16.9% |
| 3Y | +335.9% | +107.9% | +228.0% | +254.7% |
| All | +112.5% | -11.0% | +123.5% | +82.4% |
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