+376.3%
AMD vs DUK
+42.3%
+334.0%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DUK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | +0.8% | +5.1% | +6.1% |
| 7D | +10.0% | +0.7% | +9.3% | +10.2% |
| 30D | +4.6% | -2.0% | +6.7% | +4.2% |
| 3M | +3.1% | +0.2% | +2.9% | +3.3% |
| 6M | +162.8% | -6.9% | +169.7% | +160.7% |
| YTD | +136.2% | +6.1% | +130.0% | +138.0% |
| 1Y | +234.0% | +4.4% | +229.6% | +236.4% |
| 3Y | +376.7% | +49.1% | +327.6% | +362.7% |
| 5Y | +376.3% | +39.6% | +336.8% | +377.3% |
| All | +376.3% | +42.3% | +334.0% | +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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling