+8,077.9%
AMD vs DUK
+151.3%
+7,926.6%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DUK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +14.7% | +0.9% | +13.8% | +14.7% |
| 7D | +6.5% | +1.9% | +4.5% | +6.3% |
| 30D | -15.3% | +10.5% | -25.8% | -16.2% |
| 3M | +9.7% | +7.3% | +2.4% | +8.9% |
| 6M | +13.2% | +5.7% | +7.5% | +12.2% |
| YTD | +140.6% | +12.9% | +127.7% | +135.2% |
| 1Y | +111.2% | +8.6% | +102.6% | +107.7% |
| 3Y | +334.4% | +63.5% | +270.9% | +279.6% |
| 5Y | +268.3% | +52.4% | +216.0% | +225.5% |
| 10Y | +8,077.9% | +157.4% | +7,920.5% | +7,297.2% |
| All | +8,077.9% | +151.3% | +7,926.6% | +7,297.2% |
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