-24.1%
NU vs POET
-21.9%
-2.2%
-38.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -4.1% | +7.4% | +3.5% |
| 7D | +0.2% | -16.4% | +16.6% | +1.1% |
| 30D | -21.0% | -37.5% | +16.5% | -19.1% |
| 3M | -16.3% | -43.1% | +26.7% | -14.0% |
| 6M | -15.3% | -31.4% | +16.0% | -15.1% |
| YTD | -28.4% | -22.9% | -5.5% | -33.8% |
| 1Y | -24.1% | -18.0% | -6.1% | -30.3% |
| All | -24.1% | -21.9% | -2.2% | -30.3% |
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