+695.6%
AVGO vs DUK
+38.3%
+657.3%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DUK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.9% | -0.1% | -1.1% |
| 7D | +1.0% | -1.7% | +2.7% | +0.7% |
| 30D | -13.3% | -2.2% | -11.0% | -13.6% |
| 3M | -2.9% | -3.7% | +0.8% | -3.5% |
| 6M | +5.7% | -6.3% | +12.1% | +4.9% |
| YTD | +4.6% | +4.5% | +0.1% | +5.2% |
| 1Y | -1.6% | +1.8% | -3.5% | -1.3% |
| 3Y | +336.2% | +46.8% | +289.4% | +309.3% |
| 5Y | +695.6% | +40.2% | +655.4% | +659.7% |
| All | +695.6% | +38.3% | +657.3% | +659.7% |
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