+1,727.4%
NTRA vs POET
-37.4%
+1,764.8%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +4.6% | -3.7% | +0.6% |
| 7D | +0.2% | +0.4% | -0.2% | +0.2% |
| 30D | +4.1% | -10.4% | +14.5% | +4.6% |
| 3M | +50.0% | -29.3% | +79.4% | +52.0% |
| 6M | +67.3% | +6.9% | +60.4% | +59.5% |
| YTD | +43.6% | +25.6% | +18.0% | +34.9% |
| 1Y | +89.2% | +49.2% | +40.1% | +73.8% |
| 3Y | +502.5% | +128.4% | +374.1% | +404.5% |
| 5Y | +173.8% | -4.2% | +178.0% | +135.6% |
| 10Y | +3,189.3% | +30.3% | +3,159.0% | +2,552.1% |
| All | +1,727.4% | -37.4% | +1,764.8% | +1,634.2% |
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