+46.6%
NVT vs POET
+14.2%
+32.4%
-27.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +4.6% | 0.0% | +4.1% |
| 7D | +4.1% | +0.4% | +3.7% | +4.0% |
| 30D | -5.1% | -10.4% | +5.2% | -4.0% |
| 3M | -1.2% | -29.3% | +28.2% | +1.2% |
| 6M | +46.6% | +6.9% | +39.7% | +41.8% |
| All | +46.6% | +14.2% | +32.4% | +41.8% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling