+126.0%
DUK vs POET
+30.3%
+95.7%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +4.6% | -4.6% | 0.0% |
| 7D | -0.7% | +0.4% | -1.0% | -0.7% |
| 30D | -2.4% | -10.4% | +7.9% | -2.3% |
| 3M | -3.0% | -29.3% | +26.3% | -2.7% |
| 6M | -6.6% | +6.9% | -13.4% | -7.8% |
| YTD | +4.6% | +25.6% | -21.0% | +2.8% |
| 1Y | +1.2% | +49.2% | -47.9% | -1.2% |
| 3Y | +45.7% | +128.4% | -82.8% | +37.3% |
| 5Y | +40.3% | -4.2% | +44.5% | +33.6% |
| All | +126.0% | +30.3% | +95.7% | +104.6% |
Cumulative growth
Daily Returns
Daily percentage return beside POET.
Daily Out/Under-Performance
Portfolio return minus POET return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × POET 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 10y: compounded portfolio wealth divided by compounded POET 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…
10y analysis · Full analysis span regression · 6 months rolling