-9.1%
NVTS vs POET
-10.7%
+1.5%
-92.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +4.6% | -0.3% | +3.3% |
| 7D | -1.4% | +0.4% | -1.8% | -1.5% |
| 30D | -16.5% | -10.4% | -6.1% | -14.3% |
| 3M | -47.6% | -29.3% | -18.3% | -43.4% |
| 6M | +7.3% | +6.9% | +0.4% | +0.4% |
| YTD | +62.9% | +25.6% | +37.3% | +48.0% |
| 1Y | +91.3% | +49.2% | +42.1% | +67.2% |
| 3Y | +43.4% | +128.4% | -85.0% | +12.6% |
| All | -9.1% | -10.7% | +1.5% | -18.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling