-18.0%
POET vs NWSA
+18.2%
-36.2%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NWSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +3.7% | -7.9% | -1.4% |
| 7D | -16.4% | +4.3% | -20.7% | -13.7% |
| 30D | -37.5% | +5.6% | -43.1% | -34.7% |
| 3M | -43.1% | +7.3% | -50.3% | -39.5% |
| 6M | -31.4% | +18.8% | -50.2% | -21.3% |
| YTD | -22.9% | +17.9% | -40.8% | -10.1% |
| 1Y | -18.0% | +19.3% | -37.3% | -5.4% |
| All | -18.0% | +18.2% | -36.2% | -5.4% |
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