+50.6%
POET vs NBIX
+14.2%
+36.4%
-69.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NBIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.0% | -1.7% | +9.8% | +8.4% |
| 7D | +5.6% | +1.0% | +4.6% | +5.3% |
| 30D | -2.1% | -3.6% | +1.5% | -1.5% |
| 3M | -48.8% | -7.0% | -41.8% | -47.5% |
| 6M | +15.8% | +16.6% | -0.8% | +16.8% |
| YTD | +25.1% | +9.7% | +15.4% | +27.7% |
| 1Y | +50.6% | +10.9% | +39.7% | +59.4% |
| All | +50.6% | +14.2% | +36.4% | +59.4% |
Cumulative growth
Daily Returns
Daily percentage return beside NBIX.
Daily Out/Under-Performance
Portfolio return minus NBIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NBIX 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 NBIX 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