+193.5%
NRG vs POET
-6.5%
+199.9%
-40.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +4.6% | -3.0% | +1.3% |
| 7D | -4.7% | +0.4% | -5.1% | -4.7% |
| 30D | -6.0% | -10.4% | +4.4% | -5.3% |
| 3M | -8.0% | -29.3% | +21.4% | -6.5% |
| 6M | -23.2% | +6.9% | -30.0% | -27.1% |
| YTD | -28.1% | +25.6% | -53.6% | -32.9% |
| 1Y | -27.3% | +49.2% | -76.4% | -33.7% |
| 3Y | +208.7% | +128.4% | +80.2% | +168.4% |
| All | +193.5% | -6.5% | +199.9% | +160.6% |
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