+49.0%
ADI vs DUK
+1.8%
+47.2%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DUK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.0% | +2.6% | +1.3% |
| 7D | +0.4% | 0.0% | +0.5% | +0.4% |
| 30D | -3.8% | -1.7% | -2.1% | -4.3% |
| 3M | -15.3% | -0.4% | -14.8% | -15.8% |
| 6M | +6.7% | -7.2% | +13.9% | +4.4% |
| YTD | +34.8% | +5.3% | +29.5% | +36.7% |
| 1Y | +49.0% | +3.0% | +46.1% | +47.2% |
| All | +49.0% | +1.8% | +47.2% | +47.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling