+164.0%
POET vs NIO
-36.7%
+200.7%
-93.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.0% | -1.6% | +9.6% | +8.3% |
| 7D | +5.6% | -13.0% | +18.6% | +7.6% |
| 30D | -2.1% | -18.3% | +16.2% | +0.6% |
| 3M | -48.8% | -33.2% | -15.6% | -45.7% |
| 6M | +15.8% | -21.5% | +37.3% | +19.6% |
| YTD | +25.1% | -25.5% | +50.6% | +29.7% |
| 1Y | +50.6% | -38.0% | +88.6% | +59.8% |
| 3Y | +107.9% | -65.5% | +173.3% | +124.0% |
| 5Y | -11.0% | -90.6% | +79.6% | +2.7% |
| All | +164.0% | -36.7% | +200.7% | +126.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling