+7,765.4%
AMD vs DUK
+158.1%
+7,607.3%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DUK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | +0.4% | -9.2% | -8.8% |
| 7D | +18.9% | +1.1% | +17.9% | +18.8% |
| 30D | -6.4% | +8.0% | -14.4% | -7.2% |
| 3M | +10.6% | +4.7% | +5.9% | +10.0% |
| 6M | +19.9% | +6.1% | +13.8% | +18.7% |
| YTD | +149.4% | +13.1% | +136.3% | +143.7% |
| 1Y | +115.4% | +8.2% | +107.2% | +112.0% |
| 3Y | +357.3% | +66.2% | +291.1% | +297.7% |
| 5Y | +261.1% | +55.3% | +205.8% | +217.3% |
| All | +7,765.4% | +158.1% | +7,607.3% | +7,029.6% |
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