+1,480.5%
BA vs DUK
+2,741.7%
-1,261.2%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DUK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.1% | +0.8% | +0.7% |
| 7D | -1.4% | -0.6% | -0.8% | -1.2% |
| 30D | -7.9% | +9.4% | -17.3% | -11.3% |
| 3M | -25.2% | +5.4% | -30.6% | -26.9% |
| 6M | -26.7% | +4.9% | -31.6% | -28.6% |
| YTD | -19.6% | +12.7% | -32.3% | -24.0% |
| 1Y | -10.6% | +7.8% | -18.4% | -14.0% |
| 3Y | -11.2% | +63.3% | -74.6% | -29.8% |
| 5Y | -20.4% | +54.2% | -74.7% | -36.4% |
| 10Y | +26.8% | +156.8% | -130.1% | -16.3% |
| All | +1,480.5% | +2,741.7% | -1,261.2% | +250.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling