+20.6%
ABNB vs DUK
+65.1%
-44.5%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DUK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +0.8% | -4.9% | -4.0% |
| 7D | -4.4% | +0.7% | -5.1% | -4.3% |
| 30D | -2.0% | -2.0% | +0.1% | -2.2% |
| 3M | +29.8% | +0.2% | +29.6% | +30.0% |
| 6M | +31.0% | -6.9% | +37.9% | +30.0% |
| YTD | +28.6% | +6.1% | +22.5% | +29.7% |
| 1Y | +40.1% | +4.4% | +35.6% | +41.1% |
| 3Y | +19.7% | +49.1% | -29.4% | +22.0% |
| 5Y | +6.5% | +39.6% | -33.1% | +8.1% |
| All | +20.6% | +65.1% | -44.5% | +45.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling