+17.6%
ABNB vs DUK
+62.6%
-45.0%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DUK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | 0.0% | +1.5% | +1.5% |
| 7D | -6.5% | -0.7% | -5.8% | -6.5% |
| 30D | -5.5% | -2.4% | -3.1% | -5.8% |
| 3M | +30.0% | -3.0% | +33.0% | +29.6% |
| 6M | +27.6% | -6.6% | +34.1% | +26.7% |
| YTD | +25.4% | +4.6% | +20.8% | +26.2% |
| 1Y | +38.3% | +1.2% | +37.1% | +38.8% |
| 3Y | +15.5% | +45.7% | -30.1% | +17.5% |
| 5Y | +3.0% | +40.3% | -37.3% | +6.1% |
| All | +17.6% | +62.6% | -45.0% | +42.0% |
Cumulative growth
Daily Returns
Daily percentage return beside DUK.
Daily Out/Under-Performance
Portfolio return minus DUK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DUK 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 DUK 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