+23.4%
NSC vs POET
-21.9%
+45.3%
-12.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -4.1% | +5.1% | +0.9% |
| 7D | +1.8% | -16.4% | +18.2% | +1.7% |
| 30D | +8.8% | -37.5% | +46.3% | +8.6% |
| 3M | +1.2% | -43.1% | +44.3% | +1.0% |
| 6M | +11.3% | -31.4% | +42.7% | +11.0% |
| YTD | +20.7% | -22.9% | +43.6% | +19.5% |
| 1Y | +23.4% | -18.0% | +41.4% | +21.8% |
| All | +23.4% | -21.9% | +45.3% | +21.8% |
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