+50.6%
POET vs NWSA
+5.5%
+45.1%
-69.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NWSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.0% | -1.8% | +9.9% | +6.8% |
| 7D | +5.6% | -1.9% | +7.5% | +4.3% |
| 30D | -2.1% | +4.6% | -6.7% | +1.3% |
| 3M | -48.8% | +13.2% | -62.1% | -42.8% |
| 6M | +15.8% | +27.0% | -11.2% | +34.4% |
| YTD | +25.1% | +16.8% | +8.3% | +43.2% |
| 1Y | +50.6% | +4.5% | +46.1% | +42.2% |
| All | +50.6% | +5.5% | +45.1% | +42.2% |
Cumulative growth
Daily Returns
Daily percentage return beside NWSA.
Daily Out/Under-Performance
Portfolio return minus NWSA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NWSA 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 NWSA 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