+35.7%
POET vs NIO
-37.6%
+73.3%
-69.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -3.2% | -1.8% | -3.8% |
| 7D | +3.7% | -7.3% | +10.9% | +6.6% |
| 30D | -11.5% | -22.5% | +11.0% | -2.8% |
| 3M | -30.8% | -30.9% | +0.1% | -20.7% |
| 6M | +8.6% | -37.2% | +45.8% | +25.5% |
| YTD | +20.1% | -29.8% | +49.9% | +34.7% |
| 1Y | +35.7% | -37.4% | +73.1% | +90.2% |
| All | +35.7% | -37.6% | +73.3% | +90.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling