+860.2%
NVO vs POET
-20.5%
+880.7%
-74.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +4.6% | -6.7% | -2.2% |
| 7D | -7.6% | +0.4% | -8.0% | -7.6% |
| 30D | -6.0% | -10.4% | +4.4% | -5.8% |
| 3M | -0.8% | -29.3% | +28.6% | -0.4% |
| 6M | +16.5% | +6.9% | +9.6% | +14.5% |
| YTD | -11.1% | +25.6% | -36.7% | -13.1% |
| 1Y | -16.7% | +49.2% | -65.9% | -19.1% |
| 3Y | -52.9% | +128.4% | -181.4% | -55.5% |
| 5Y | -3.0% | -4.2% | +1.2% | -7.7% |
| 10Y | +147.1% | +30.3% | +116.7% | +127.0% |
| All | +860.2% | -20.5% | +880.7% | +622.7% |
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