+20.6%
NXPI vs POET
-6.5%
+27.0%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +4.6% | -0.1% | +4.2% |
| 7D | +3.9% | +0.4% | +3.5% | +3.8% |
| 30D | +1.4% | -10.4% | +11.7% | +2.0% |
| 3M | -21.5% | -29.3% | +7.8% | -20.1% |
| 6M | +19.4% | +6.9% | +12.6% | +13.9% |
| YTD | +9.9% | +25.6% | -15.6% | +3.0% |
| 1Y | +7.9% | +49.2% | -41.3% | -1.3% |
| 3Y | +22.7% | +128.4% | -105.8% | +4.9% |
| All | +20.6% | -6.5% | +27.0% | +3.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling