-18.6%
NRG vs POET
+56.2%
-74.8%
-40.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | +8.0% | -1.6% | +5.9% |
| 7D | +7.1% | +5.6% | +1.5% | +6.7% |
| 30D | -1.4% | -2.1% | +0.7% | -1.3% |
| 3M | -10.5% | -48.8% | +38.4% | -7.3% |
| 6M | -26.7% | +15.8% | -42.5% | -32.2% |
| YTD | -24.5% | +25.1% | -49.6% | -31.7% |
| 1Y | -18.6% | +50.6% | -69.1% | -25.4% |
| All | -18.6% | +56.2% | -74.8% | -25.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling