+70.9%
NVT vs POET
+56.2%
+14.6%
-27.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +8.0% | -5.5% | +1.7% |
| 7D | +5.1% | +5.6% | -0.5% | +4.4% |
| 30D | -3.7% | -2.1% | -1.6% | -3.5% |
| 3M | -10.1% | -48.8% | +38.7% | -5.7% |
| 6M | +37.5% | +15.8% | +21.7% | +28.0% |
| YTD | +53.7% | +25.1% | +28.6% | +41.1% |
| 1Y | +70.9% | +50.6% | +20.3% | +61.4% |
| All | +70.9% | +56.2% | +14.6% | +61.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling