+625.8%
NTAP vs POET
+30.3%
+595.5%
-58.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.5% | +4.6% | +3.9% | +8.4% |
| 7D | +7.4% | +0.4% | +7.0% | +7.4% |
| 30D | -1.4% | -10.4% | +9.0% | -1.0% |
| 3M | +24.6% | -29.3% | +53.9% | +25.7% |
| 6M | +105.9% | +6.9% | +99.0% | +100.5% |
| YTD | +88.5% | +25.6% | +62.9% | +81.9% |
| 1Y | +62.1% | +49.2% | +12.9% | +54.6% |
| 3Y | +169.1% | +128.4% | +40.6% | +146.3% |
| 5Y | +141.9% | -4.2% | +146.1% | +123.9% |
| All | +625.8% | +30.3% | +595.5% | +591.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling