+50.6%
POET vs NTR
+43.1%
+7.5%
-69.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.0% | -1.6% | +9.6% | +8.6% |
| 7D | +5.6% | +8.1% | -2.5% | +2.4% |
| 30D | -2.1% | +18.8% | -20.9% | -8.9% |
| 3M | -48.8% | +16.2% | -65.1% | -51.9% |
| 6M | +15.8% | +9.8% | +6.0% | +9.1% |
| YTD | +25.1% | +30.9% | -5.7% | +6.6% |
| 1Y | +50.6% | +41.8% | +8.8% | +28.1% |
| All | +50.6% | +43.1% | +7.5% | +28.1% |
Cumulative growth
Daily Returns
Daily percentage return beside NTR.
Daily Out/Under-Performance
Portfolio return minus NTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NTR 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 NTR 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