+649.9%
NVDL vs POET
+120.8%
+529.1%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +4.6% | -4.8% | -0.9% |
| 7D | -10.3% | +0.4% | -10.7% | -10.4% |
| 30D | -7.1% | -10.4% | +3.3% | -5.5% |
| 3M | +6.6% | -29.3% | +35.9% | +11.6% |
| 6M | +21.1% | +6.9% | +14.2% | +10.3% |
| YTD | +15.2% | +25.6% | -10.4% | +1.5% |
| 1Y | +18.8% | +49.2% | -30.4% | -0.8% |
| 3Y | +649.9% | +128.4% | +521.5% | +468.8% |
| All | +649.9% | +120.8% | +529.1% | +468.8% |
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 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