+651.5%
ADI vs DUK
+129.4%
+522.1%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DUK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | 0.0% | +4.8% | +4.8% |
| 7D | +4.6% | -0.7% | +5.2% | +4.8% |
| 30D | -1.2% | -2.4% | +1.3% | -0.5% |
| 3M | -7.8% | -3.0% | -4.8% | -7.3% |
| 6M | +19.3% | -6.6% | +25.9% | +21.2% |
| YTD | +40.9% | +4.6% | +36.4% | +37.9% |
| 1Y | +54.5% | +1.2% | +53.3% | +52.4% |
| 3Y | +123.4% | +45.7% | +77.8% | +88.2% |
| 5Y | +142.3% | +40.3% | +102.0% | +104.7% |
| All | +651.5% | +129.4% | +522.1% | +450.0% |
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