+45.2%
ASML vs DUK
+7.6%
+37.6%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DUK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.1% | -2.3% | -2.6% |
| 7D | +10.4% | -1.1% | +11.5% | +9.3% |
| 30D | -12.7% | +8.8% | -21.5% | -6.2% |
| 3M | -17.2% | +5.0% | -22.2% | -13.3% |
| 6M | -1.3% | +4.6% | -5.9% | +3.4% |
| YTD | +40.8% | +12.6% | +28.2% | +56.2% |
| 1Y | +45.2% | +7.4% | +37.8% | +60.3% |
| All | +45.2% | +7.6% | +37.6% | +60.3% |
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 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