+1,264.4%
BE vs DUK
+39.2%
+1,225.2%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DUK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | 0.0% | +6.6% | +6.7% |
| 7D | +9.0% | -0.7% | +9.7% | +9.2% |
| 30D | +16.3% | -2.4% | +18.7% | +16.7% |
| 3M | +10.8% | -3.0% | +13.8% | +10.3% |
| 6M | +73.2% | -6.6% | +79.8% | +73.9% |
| YTD | +217.4% | +4.6% | +212.8% | +205.6% |
| 1Y | +309.8% | +1.2% | +308.6% | +296.7% |
| 3Y | +1,726.2% | +45.7% | +1,680.5% | +1,334.4% |
| All | +1,264.4% | +39.2% | +1,225.2% | +1,034.8% |
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 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