+40.9%
NOK vs POET
+14.2%
+26.7%
-50.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | +4.6% | +0.2% | +4.2% |
| 7D | +11.0% | +0.4% | +10.6% | +10.9% |
| 30D | +7.8% | -10.4% | +18.2% | +9.2% |
| 3M | -21.0% | -29.3% | +8.3% | -19.1% |
| 6M | +40.9% | +6.9% | +34.0% | +42.3% |
| All | +40.9% | +14.2% | +26.7% | +42.3% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling