+209.9%
BKNG vs DUK
+129.3%
+80.6%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DUK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.9% | +1.4% | +0.8% |
| 7D | -10.7% | -1.7% | -9.0% | -10.2% |
| 30D | -18.1% | -2.2% | -15.9% | -17.5% |
| 3M | +8.5% | -3.7% | +12.2% | +9.8% |
| 6M | -0.1% | -6.3% | +6.3% | +1.8% |
| YTD | -18.2% | +4.5% | -22.7% | -20.0% |
| 1Y | -19.9% | +1.8% | -21.7% | -21.0% |
| 3Y | +41.6% | +46.8% | -5.2% | +19.1% |
| 5Y | +93.1% | +40.2% | +52.9% | +62.9% |
| All | +209.9% | +129.3% | +80.6% | +123.5% |
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 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