-41.2%
NVD vs POET
+14.2%
-55.4%
-57.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +4.6% | -4.4% | +1.1% |
| 7D | +10.8% | +0.4% | +10.5% | +11.0% |
| 30D | +0.8% | -10.4% | +11.1% | -0.3% |
| 3M | -20.8% | -29.3% | +8.5% | -22.6% |
| 6M | -41.2% | +6.9% | -48.0% | -29.8% |
| All | -41.2% | +14.2% | -55.4% | -29.8% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling