+661.1%
BX vs DUK
+129.4%
+531.6%
-49.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DUK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | 0.0% | +2.4% | +2.5% |
| 7D | -5.6% | -0.7% | -4.9% | -5.3% |
| 30D | -12.2% | -2.4% | -9.8% | -11.3% |
| 3M | +7.4% | -3.0% | +10.4% | +8.5% |
| 6M | +22.2% | -6.6% | +28.7% | +25.3% |
| YTD | -14.0% | +4.6% | -18.6% | -16.6% |
| 1Y | -27.3% | +1.2% | -28.5% | -28.5% |
| 3Y | +24.5% | +45.7% | -21.1% | -0.6% |
| 5Y | +18.9% | +40.3% | -21.4% | -4.1% |
| All | +661.1% | +129.4% | +531.6% | +440.1% |
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