+203.8%
DHR vs DUK
+129.4%
+74.4%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DUK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | 0.0% | -0.2% | -0.2% |
| 7D | -3.6% | -0.7% | -3.0% | -3.4% |
| 30D | -2.7% | -2.4% | -0.3% | -1.9% |
| 3M | +10.9% | -3.0% | +13.9% | +12.0% |
| 6M | +3.0% | -6.6% | +9.6% | +5.4% |
| YTD | -12.2% | +4.6% | -16.8% | -14.3% |
| 1Y | +3.3% | +1.2% | +2.1% | +2.0% |
| 3Y | -8.2% | +45.7% | -53.9% | -23.5% |
| 5Y | -29.9% | +40.3% | -70.2% | -40.9% |
| All | +203.8% | +129.4% | +74.4% | +116.4% |
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