+995.0%
NTAP vs POET
-24.0%
+1,019.0%
-63.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -5.0% | +4.4% | -0.5% |
| 7D | -1.0% | +3.7% | -4.6% | -1.0% |
| 30D | -7.5% | -11.5% | +4.0% | -7.3% |
| 3M | +14.6% | -30.8% | +45.4% | +15.3% |
| 6M | +91.0% | +8.6% | +82.4% | +88.3% |
| YTD | +73.7% | +20.1% | +53.6% | +70.7% |
| 1Y | +51.2% | +35.7% | +15.5% | +47.8% |
| 3Y | +146.1% | +116.5% | +29.6% | +135.0% |
| 5Y | +122.8% | -8.4% | +131.3% | +113.8% |
| 10Y | +585.5% | +24.6% | +560.9% | +549.2% |
| All | +995.0% | -24.0% | +1,019.0% | +1,114.7% |
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