+234.4%
AMD vs DUK
+3.7%
+230.8%
-27.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DUK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -0.7% | +3.7% | +2.3% |
| 7D | +14.0% | -0.1% | +14.1% | +13.9% |
| 30D | +11.0% | +0.2% | +10.7% | +11.4% |
| 3M | +9.6% | -1.9% | +11.5% | +8.1% |
| 6M | +157.1% | -6.5% | +163.6% | +145.6% |
| YTD | +143.3% | +5.4% | +137.9% | +152.8% |
| 1Y | +234.4% | +3.6% | +230.9% | +249.1% |
| All | +234.4% | +3.7% | +230.8% | +249.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling