+28.2%
POET vs NBIX
+219.9%
-191.6%
-93.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NBIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | -0.2% | +4.8% | +4.7% |
| 7D | +0.4% | +0.4% | 0.0% | +0.3% |
| 30D | -10.4% | -0.2% | -10.2% | -10.4% |
| 3M | -29.3% | -4.0% | -25.3% | -28.8% |
| 6M | +6.9% | +20.6% | -13.7% | +1.2% |
| YTD | +25.6% | +10.1% | +15.4% | +21.6% |
| 1Y | +49.2% | +8.8% | +40.4% | +44.5% |
| 3Y | +128.4% | +42.5% | +86.0% | +105.9% |
| 5Y | -4.2% | +61.5% | -65.7% | -17.9% |
| All | +28.2% | +219.9% | -191.6% | -13.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling