+71.0%
POET vs NIO
-51.7%
+122.7%
-93.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -4.9% | +3.4% | -0.8% |
| 7D | +1.2% | -14.5% | +15.6% | +3.5% |
| 30D | -12.2% | -15.0% | +2.8% | -9.9% |
| 3M | -42.4% | -35.6% | -6.9% | -38.6% |
| 6M | -64.3% | -55.7% | -8.6% | -59.9% |
| YTD | -19.0% | -43.1% | +24.2% | -12.5% |
| 1Y | +9.1% | -53.5% | +62.7% | +20.8% |
| 3Y | +297.7% | -59.8% | +357.5% | +330.8% |
| 5Y | -38.2% | -93.2% | +55.0% | -25.2% |
| All | +71.0% | -51.7% | +122.7% | +53.0% |
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