+166.7%
POET vs NIO
-38.3%
+205.0%
-93.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -2.4% | -1.4% | -3.4% |
| 7D | +9.7% | -4.1% | +13.9% | +10.4% |
| 30D | -6.5% | -23.2% | +16.7% | -3.1% |
| 3M | -25.7% | -29.9% | +4.2% | -21.9% |
| 6M | +19.6% | -25.1% | +44.7% | +24.3% |
| YTD | +26.4% | -27.5% | +53.8% | +31.5% |
| 1Y | +50.1% | -41.1% | +91.2% | +60.4% |
| 3Y | +127.9% | -63.1% | +191.1% | +144.3% |
| 5Y | -5.9% | -90.4% | +84.5% | +8.5% |
| All | +166.7% | -38.3% | +205.0% | +130.0% |
Cumulative growth
Daily Returns
Daily percentage return beside NIO.
Daily Out/Under-Performance
Portfolio return minus NIO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NIO 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 NIO 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