+62.8%
PNR vs POET
+30.3%
+32.5%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +4.6% | -4.9% | -0.5% |
| 7D | -6.0% | +0.4% | -6.4% | -6.1% |
| 30D | -14.0% | -10.4% | -3.6% | -13.6% |
| 3M | -21.7% | -29.3% | +7.6% | -20.9% |
| 6M | -37.3% | +6.9% | -44.1% | -39.6% |
| YTD | -45.1% | +25.6% | -70.7% | -47.8% |
| 1Y | -49.1% | +49.2% | -98.3% | -52.5% |
| 3Y | -14.8% | +128.4% | -143.3% | -26.3% |
| 5Y | -21.0% | -4.2% | -16.8% | -30.3% |
| All | +62.8% | +30.3% | +32.5% | +34.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling