+575.6%
NUE vs POET
+30.3%
+545.3%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +4.6% | -3.1% | +1.3% |
| 7D | -0.6% | +0.4% | -1.0% | -0.7% |
| 30D | -4.6% | -10.4% | +5.8% | -4.2% |
| 3M | -0.3% | -29.3% | +29.0% | +0.7% |
| 6M | +51.9% | +6.9% | +45.0% | +46.4% |
| YTD | +60.0% | +25.6% | +34.4% | +52.5% |
| 1Y | +82.9% | +49.2% | +33.7% | +71.6% |
| 3Y | +66.0% | +128.4% | -62.5% | +46.6% |
| 5Y | +149.0% | -4.2% | +153.2% | +124.0% |
| All | +575.6% | +30.3% | +545.3% | +501.0% |
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