-2.2%
POET vs NIO
-90.3%
+88.1%
-92.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -0.3% | +5.2% | +5.0% |
| 7D | +17.0% | -6.7% | +23.7% | +18.6% |
| 30D | -6.7% | -20.0% | +13.3% | -2.4% |
| 3M | -32.3% | -30.5% | -1.9% | -27.1% |
| 6M | +32.3% | -20.7% | +53.0% | +38.5% |
| YTD | +31.3% | -25.7% | +57.0% | +38.3% |
| 1Y | +55.3% | -38.6% | +93.9% | +69.8% |
| 3Y | +136.8% | -62.3% | +199.0% | +154.2% |
| 5Y | -2.2% | -90.1% | +87.8% | +21.6% |
| All | -2.2% | -90.3% | +88.1% | +21.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling