+348.0%
AMD vs DUK
+52.6%
+295.5%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DUK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -1.0% | +5.7% | +4.1% |
| 7D | +2.6% | 0.0% | +2.6% | +2.6% |
| 30D | -0.9% | -1.7% | +0.7% | -1.9% |
| 3M | -8.7% | -0.4% | -8.3% | -8.4% |
| 6M | +136.3% | -7.2% | +143.6% | +129.4% |
| YTD | +123.0% | +5.3% | +117.7% | +130.1% |
| 1Y | +195.2% | +3.0% | +192.2% | +202.9% |
| All | +348.0% | +52.6% | +295.5% | +377.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling