-1.9%
POET vs NVMI
+261.9%
-263.7%
-92.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +1.6% | +3.0% | +3.7% |
| 7D | +0.4% | -0.1% | +0.5% | +0.5% |
| 30D | -10.4% | -8.4% | -2.0% | -5.3% |
| 3M | -29.3% | -33.6% | +4.2% | -10.4% |
| 6M | +6.9% | -14.7% | +21.5% | +25.8% |
| YTD | +25.6% | +13.2% | +12.4% | +32.7% |
| 1Y | +49.2% | +29.0% | +20.1% | +50.9% |
| 3Y | +128.4% | +215.0% | -86.5% | +85.2% |
| All | -1.9% | +261.9% | -263.7% | -27.2% |
Cumulative growth
Daily Returns
Daily percentage return beside NVMI.
Daily Out/Under-Performance
Portfolio return minus NVMI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVMI 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 5y: compounded portfolio wealth divided by compounded NVMI 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…
5y analysis · Full analysis span regression · 6 months rolling