+43.4%
NVTS vs POET
+120.8%
-77.4%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +4.6% | -0.3% | +3.2% |
| 7D | -1.4% | +0.4% | -1.8% | -1.5% |
| 30D | -16.5% | -10.4% | -6.1% | -14.1% |
| 3M | -47.6% | -29.3% | -18.3% | -43.1% |
| 6M | +7.3% | +6.9% | +0.4% | -0.4% |
| YTD | +62.9% | +25.6% | +37.3% | +46.5% |
| 1Y | +91.3% | +49.2% | +42.1% | +65.3% |
| 3Y | +43.4% | +128.4% | -85.0% | -1.2% |
| All | +43.4% | +120.8% | -77.4% | -1.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling