+911.5%
BE vs DUK
+109.4%
+802.0%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DUK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | -1.0% | +8.3% | +7.7% |
| 7D | +20.0% | 0.0% | +20.0% | +20.0% |
| 30D | +7.9% | -1.7% | +9.6% | +8.5% |
| 3M | -13.2% | -0.4% | -12.8% | -14.3% |
| 6M | +53.5% | -7.2% | +60.7% | +55.6% |
| YTD | +191.0% | +5.3% | +185.8% | +178.8% |
| 1Y | +360.5% | +3.0% | +357.6% | +342.5% |
| 3Y | +1,568.0% | +53.1% | +1,514.9% | +1,200.0% |
| 5Y | +1,055.2% | +37.9% | +1,017.3% | +832.3% |
| All | +911.5% | +109.4% | +802.0% | +870.5% |
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