+252.2%
NRG vs POET
-20.5%
+272.7%
-77.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +4.6% | -3.0% | +1.4% |
| 7D | -4.7% | +0.4% | -5.1% | -4.7% |
| 30D | -6.0% | -10.4% | +4.4% | -5.5% |
| 3M | -8.0% | -29.3% | +21.4% | -7.1% |
| 6M | -23.2% | +6.9% | -30.0% | -25.5% |
| YTD | -28.1% | +25.6% | -53.6% | -30.9% |
| 1Y | -27.3% | +49.2% | -76.4% | -31.0% |
| 3Y | +208.7% | +128.4% | +80.2% | +178.0% |
| 5Y | +197.7% | -4.2% | +201.9% | +171.6% |
| 10Y | +1,103.3% | +30.3% | +1,073.0% | +937.1% |
| All | +252.2% | -20.5% | +272.7% | +197.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling