+73.7%
POET vs NIO
-49.2%
+122.8%
-93.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.8% | -5.9% | -0.9% | -6.0% |
| 7D | +22.3% | -4.7% | +27.0% | +23.3% |
| 30D | -17.6% | -14.3% | -3.2% | -15.5% |
| 3M | -41.3% | -32.8% | -8.4% | -37.8% |
| 6M | -62.1% | -49.8% | -12.2% | -58.1% |
| YTD | -17.7% | -40.2% | +22.5% | -11.8% |
| 1Y | +3.2% | -52.7% | +55.9% | +13.9% |
| 3Y | +294.7% | -57.9% | +352.6% | +324.6% |
| 5Y | -37.2% | -92.9% | +55.6% | -24.6% |
| All | +73.7% | -49.2% | +122.8% | +54.3% |
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