+37,360.5%
ADI vs DUK
+2,557.6%
+34,802.9%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DUK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.7% | +1.2% | +0.7% |
| 7D | +2.6% | -0.1% | +2.7% | +2.7% |
| 30D | -4.6% | +0.2% | -4.9% | -4.7% |
| 3M | -9.5% | -1.9% | -7.6% | -9.3% |
| 6M | +14.8% | -6.5% | +21.4% | +16.7% |
| YTD | +35.8% | +5.4% | +30.4% | +32.8% |
| 1Y | +48.9% | +3.6% | +45.4% | +46.1% |
| 3Y | +115.6% | +48.1% | +67.4% | +85.5% |
| 5Y | +135.1% | +39.6% | +95.5% | +104.4% |
| 10Y | +636.4% | +131.8% | +504.6% | +434.2% |
| All | +37,360.5% | +2,557.6% | +34,802.9% | +9,526.0% |
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 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