+367.6%
POET vs NTR
+97.9%
+269.7%
-93.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | -0.4% | +5.0% | +4.8% |
| 7D | +0.4% | -1.3% | +1.7% | +1.1% |
| 30D | -10.4% | +16.8% | -27.1% | -17.2% |
| 3M | -29.3% | +20.7% | -50.1% | -36.3% |
| 6M | +6.9% | +0.5% | +6.3% | +4.6% |
| YTD | +25.6% | +29.2% | -3.6% | +8.5% |
| 1Y | +49.2% | +39.6% | +9.6% | +23.3% |
| 3Y | +128.4% | +37.9% | +90.6% | +86.5% |
| 5Y | -4.2% | +47.1% | -51.3% | -31.7% |
| All | +367.6% | +97.9% | +269.7% | +147.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling