+22.8%
NXT vs POET
+40.7%
-17.9%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +4.6% | -2.7% | +1.3% |
| 7D | -1.9% | +0.4% | -2.3% | -2.0% |
| 30D | -20.0% | -10.4% | -9.7% | -19.1% |
| 3M | -30.7% | -29.3% | -1.4% | -28.8% |
| 6M | -29.0% | +6.9% | -35.8% | -33.6% |
| YTD | -4.8% | +25.6% | -30.4% | -14.3% |
| 1Y | +22.8% | +49.2% | -26.4% | +14.7% |
| All | +22.8% | +40.7% | -17.9% | +14.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling