+26.6%
BA vs DUK
+151.3%
-124.7%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DUK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.7% | -0.1% | +0.2% |
| 7D | 0.0% | +1.9% | -1.9% | -1.0% |
| 30D | -8.9% | +10.5% | -19.5% | -13.7% |
| 3M | -25.5% | +7.3% | -32.9% | -28.4% |
| 6M | -27.0% | +5.7% | -32.6% | -29.6% |
| YTD | -20.1% | +12.9% | -33.0% | -26.0% |
| 1Y | -11.0% | +8.6% | -19.6% | -15.8% |
| 3Y | -11.8% | +63.5% | -75.4% | -37.8% |
| 5Y | -20.6% | +52.4% | -73.0% | -43.0% |
| 10Y | +26.6% | +157.4% | -130.8% | -22.0% |
| All | +26.6% | +151.3% | -124.7% | -22.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling