+301.8%
AMD vs DUK
+58.6%
+243.2%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DUK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | -1.8% | +12.8% | +9.7% |
| 7D | -11.0% | +0.3% | -11.4% | -10.6% |
| 30D | -30.5% | +10.6% | -41.1% | -24.6% |
| 3M | -8.2% | +4.0% | -12.3% | -4.6% |
| 6M | +6.6% | +3.6% | +3.0% | +11.4% |
| YTD | +109.7% | +11.9% | +97.8% | +129.2% |
| 1Y | +88.9% | +6.7% | +82.2% | +102.3% |
| 3Y | +301.8% | +59.4% | +242.4% | +375.4% |
| All | +301.8% | +58.6% | +243.2% | +375.4% |
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