+158.5%
POET vs NVDX
+774.9%
-616.4%
-73.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -4.4% | -0.6% | -3.7% |
| 7D | +3.7% | -8.6% | +12.3% | +6.5% |
| 30D | -11.5% | -1.4% | -10.1% | -11.4% |
| 3M | -30.8% | +10.6% | -41.4% | -32.8% |
| 6M | +8.6% | +20.2% | -11.6% | +4.7% |
| YTD | +20.1% | +11.8% | +8.3% | +17.1% |
| 1Y | +35.7% | +12.9% | +22.8% | +30.6% |
| All | +158.5% | +774.9% | -616.4% | +292.3% |
Cumulative growth
Daily Returns
Daily percentage return beside NVDX.
Daily Out/Under-Performance
Portfolio return minus NVDX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVDX 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 NVDX 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