+28.5%
NVTS vs POET
+13.3%
+15.2%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -5.0% | +1.1% | -1.9% |
| 7D | +0.5% | +3.7% | -3.2% | -1.0% |
| 30D | -18.0% | -11.5% | -6.5% | -13.7% |
| 3M | -45.6% | -30.8% | -14.8% | -37.8% |
| 6M | +28.5% | +8.6% | +19.9% | -9.5% |
| All | +28.5% | +13.3% | +15.2% | -9.5% |
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