+113.1%
ADI vs DUK
+47.1%
+66.0%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DUK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.9% | -0.2% | -1.2% |
| 7D | +1.3% | -1.7% | +3.0% | +1.1% |
| 30D | -6.0% | -2.2% | -3.7% | -6.3% |
| 3M | -7.7% | -3.7% | -4.0% | -8.2% |
| 6M | +14.0% | -6.3% | +20.3% | +13.0% |
| YTD | +34.4% | +4.5% | +29.9% | +34.8% |
| 1Y | +48.0% | +1.8% | +46.1% | +48.0% |
| All | +113.1% | +47.1% | +66.0% | +96.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling