-61.4%
ADBE vs DUK
+39.2%
-100.6%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DUK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.9% | -1.5% | -2.3% |
| 7D | -12.9% | -1.7% | -11.2% | -12.7% |
| 30D | -5.6% | -2.2% | -3.4% | -5.4% |
| 3M | +6.6% | -3.7% | +10.3% | +7.1% |
| 6M | -9.6% | -6.3% | -3.2% | -8.9% |
| YTD | -28.9% | +4.5% | -33.4% | -29.6% |
| 1Y | -28.9% | +1.8% | -30.8% | -29.4% |
| 3Y | -55.6% | +46.8% | -102.4% | -60.4% |
| All | -61.4% | +39.2% | -100.6% | -63.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling