+98.1%
NU vs POET
+120.8%
-22.7%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +4.6% | -7.3% | -2.8% |
| 7D | -4.9% | +0.4% | -5.3% | -4.9% |
| 30D | +7.8% | -10.4% | +18.2% | +8.2% |
| 3M | +20.9% | -29.3% | +50.3% | +21.9% |
| 6M | +0.9% | +6.9% | -6.0% | -2.4% |
| YTD | -12.7% | +25.6% | -38.3% | -16.4% |
| 1Y | -6.4% | +49.2% | -55.6% | -11.5% |
| 3Y | +98.1% | +128.4% | -30.3% | +88.3% |
| All | +98.1% | +120.8% | -22.7% | +88.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling