+4,782.6%
DELL vs DUK
+124.6%
+4,658.0%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DUK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.7% | +0.9% | +0.4% |
| 7D | +8.7% | -0.1% | +8.9% | +8.8% |
| 30D | +16.9% | +0.2% | +16.7% | +16.8% |
| 3M | +40.4% | -1.9% | +42.3% | +40.5% |
| 6M | +267.1% | -6.5% | +273.6% | +270.1% |
| YTD | +329.1% | +5.4% | +323.7% | +321.5% |
| 1Y | +346.9% | +3.6% | +343.4% | +339.8% |
| 3Y | +696.6% | +48.1% | +648.5% | +583.6% |
| 5Y | +1,106.2% | +39.6% | +1,066.6% | +945.9% |
| 10Y | +4,177.7% | +131.8% | +4,045.9% | +3,055.2% |
| All | +4,782.6% | +124.6% | +4,658.0% | +3,583.9% |
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