+309.8%
BE vs DUK
+1.9%
+307.9%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DUK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | 0.0% | +6.6% | +6.7% |
| 7D | +9.0% | -0.7% | +9.7% | +7.8% |
| 30D | +16.3% | -2.4% | +18.7% | +11.6% |
| 3M | +10.8% | -3.0% | +13.8% | +6.4% |
| 6M | +73.2% | -6.6% | +79.8% | +57.7% |
| YTD | +217.4% | +4.6% | +212.8% | +239.1% |
| 1Y | +309.8% | +1.2% | +308.6% | +321.8% |
| All | +309.8% | +1.9% | +307.9% | +321.8% |
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