+54,149.7%
DHR vs DUK
+2,557.6%
+51,592.1%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DUK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.7% | +0.5% | 0.0% |
| 7D | -2.4% | -0.1% | -2.3% | -2.4% |
| 30D | -2.2% | +0.2% | -2.4% | -2.3% |
| 3M | +9.0% | -1.9% | +10.8% | +9.4% |
| 6M | +3.5% | -6.5% | +10.0% | +5.3% |
| YTD | -10.1% | +5.4% | -15.6% | -12.0% |
| 1Y | +6.2% | +3.6% | +2.6% | +4.4% |
| 3Y | -5.4% | +48.1% | -53.5% | -17.5% |
| 5Y | -27.9% | +39.6% | -67.5% | -36.2% |
| 10Y | +215.7% | +131.8% | +83.9% | +136.6% |
| All | +54,149.7% | +2,557.6% | +51,592.1% | +19,063.5% |
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