+450.5%
NUE vs POET
-20.5%
+471.0%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +4.6% | -3.1% | +1.4% |
| 7D | -0.6% | +0.4% | -1.0% | -0.7% |
| 30D | -4.6% | -10.4% | +5.8% | -4.3% |
| 3M | -0.3% | -29.3% | +29.0% | +0.4% |
| 6M | +51.9% | +6.9% | +45.0% | +48.1% |
| YTD | +60.0% | +25.6% | +34.4% | +54.8% |
| 1Y | +82.9% | +49.2% | +33.7% | +75.1% |
| 3Y | +66.0% | +128.4% | -62.5% | +51.5% |
| 5Y | +149.0% | -4.2% | +153.2% | +130.1% |
| 10Y | +588.3% | +30.3% | +558.0% | +507.6% |
| All | +450.5% | -20.5% | +471.0% | +323.4% |
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