+136.0%
NVO vs POET
+30.3%
+105.7%
-74.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +4.6% | -6.7% | -2.3% |
| 7D | -7.6% | +0.4% | -8.0% | -7.6% |
| 30D | -6.0% | -10.4% | +4.4% | -5.7% |
| 3M | -0.8% | -29.3% | +28.6% | -0.1% |
| 6M | +16.5% | +6.9% | +9.6% | +13.2% |
| YTD | -11.1% | +25.6% | -36.7% | -14.3% |
| 1Y | -16.7% | +49.2% | -65.9% | -20.6% |
| 3Y | -52.9% | +128.4% | -181.4% | -56.8% |
| 5Y | -3.0% | -4.2% | +1.2% | -10.0% |
| All | +136.0% | +30.3% | +105.7% | +110.6% |
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