+1,697.2%
ACN vs DUK
+419.1%
+1,278.1%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DUK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -1.0% | -2.3% | -3.0% |
| 7D | -1.5% | 0.0% | -1.5% | -1.5% |
| 30D | +9.4% | -1.7% | +11.0% | +10.0% |
| 3M | +5.6% | -0.4% | +6.1% | +5.8% |
| 6M | -9.3% | -7.2% | -2.0% | -7.0% |
| YTD | -29.0% | +5.3% | -34.2% | -30.7% |
| 1Y | -24.7% | +3.0% | -27.6% | -26.0% |
| 3Y | -39.8% | +53.1% | -92.9% | -50.0% |
| 5Y | -40.9% | +37.9% | -78.8% | -49.2% |
| 10Y | +91.1% | +124.8% | -33.7% | +34.7% |
| All | +1,697.2% | +419.1% | +1,278.1% | +742.1% |
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