+3.7%
NOW vs POET
-6.5%
+10.2%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +4.6% | -3.6% | +0.8% |
| 7D | -6.2% | +0.4% | -6.6% | -6.2% |
| 30D | +6.1% | -10.4% | +16.4% | +6.4% |
| 3M | +28.6% | -29.3% | +57.9% | +29.9% |
| 6M | +14.6% | +6.9% | +7.8% | +9.9% |
| YTD | -13.5% | +25.6% | -39.1% | -18.2% |
| 1Y | -29.4% | +49.2% | -78.5% | -34.6% |
| 3Y | +9.4% | +128.4% | -119.1% | -4.4% |
| All | +3.7% | -6.5% | +10.2% | -8.4% |
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