+1,003.0%
BE vs DUK
+108.1%
+894.9%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DUK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | 0.0% | +6.6% | +6.7% |
| 7D | +9.0% | -0.7% | +9.7% | +9.3% |
| 30D | +16.3% | -2.4% | +18.7% | +17.3% |
| 3M | +10.8% | -3.0% | +13.8% | +10.8% |
| 6M | +73.2% | -6.6% | +79.8% | +75.2% |
| YTD | +217.4% | +4.6% | +212.8% | +204.8% |
| 1Y | +309.8% | +1.2% | +308.6% | +296.4% |
| 3Y | +1,726.2% | +45.7% | +1,680.5% | +1,356.1% |
| 5Y | +1,306.2% | +40.3% | +1,265.9% | +1,025.2% |
| All | +1,003.0% | +108.1% | +894.9% | +961.2% |
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