-1.9%
POET vs NBIX
+59.9%
-61.8%
-92.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NBIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | -0.2% | +4.8% | +4.7% |
| 7D | +0.4% | +0.4% | 0.0% | +0.2% |
| 30D | -10.4% | -0.2% | -10.2% | -10.4% |
| 3M | -29.3% | -4.0% | -25.3% | -28.6% |
| 6M | +6.9% | +20.6% | -13.7% | +0.4% |
| YTD | +25.6% | +10.1% | +15.4% | +21.2% |
| 1Y | +49.2% | +8.8% | +40.4% | +44.1% |
| 3Y | +128.4% | +42.5% | +86.0% | +109.9% |
| All | -1.9% | +59.9% | -61.8% | -9.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling