+94.0%
NVS vs POET
-6.5%
+100.5%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +4.6% | -4.8% | -0.3% |
| 7D | -14.3% | +0.4% | -14.6% | -14.3% |
| 30D | -10.0% | -10.4% | +0.4% | -9.9% |
| 3M | -10.9% | -29.3% | +18.4% | -10.6% |
| 6M | -12.0% | +6.9% | -18.8% | -13.4% |
| YTD | +2.5% | +25.6% | -23.1% | +0.3% |
| 1Y | +10.7% | +49.2% | -38.5% | +7.4% |
| 3Y | +53.3% | +128.4% | -75.1% | +45.3% |
| All | +94.0% | -6.5% | +100.5% | +82.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling