+405.5%
DUK vs POET
-20.5%
+426.0%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -2.4% |
| 3M | -3.0% | -29.3% | +26.3% | -2.8% |
| 6M | -6.6% | +6.9% | -13.4% | -7.5% |
| YTD | +4.6% | +25.6% | -21.0% | +3.2% |
| 1Y | +1.2% | +49.2% | -47.9% | -0.6% |
| 3Y | +45.7% | +128.4% | -82.8% | +39.5% |
| 5Y | +40.3% | -4.2% | +44.5% | +35.1% |
| 10Y | +129.9% | +30.3% | +99.6% | +115.3% |
| All | +405.5% | -20.5% | +426.0% | +357.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling