+100,756.0%
AMAT vs DUK
+2,719.8%
+98,036.2%
-85.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DUK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -1.8% | +6.0% | +4.8% |
| 7D | -14.7% | +0.3% | -15.0% | -14.9% |
| 30D | -36.1% | +10.6% | -46.7% | -38.3% |
| 3M | -36.9% | +4.0% | -40.9% | -37.9% |
| 6M | -22.2% | +3.6% | -25.8% | -23.9% |
| YTD | +29.9% | +11.9% | +18.1% | +23.7% |
| 1Y | +43.3% | +6.7% | +36.6% | +38.3% |
| 3Y | +142.7% | +59.4% | +83.2% | +99.4% |
| 5Y | +126.2% | +52.4% | +73.8% | +86.6% |
| 10Y | +1,211.7% | +148.2% | +1,063.6% | +805.1% |
| All | +100,756.0% | +2,719.8% | +98,036.2% | +21,938.1% |
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