+1.8%
DUK vs ACWI
+19.1%
-17.3%
-10.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.8% | 0.0% | -1.1% |
| 7D | -1.7% | -1.9% | +0.3% | -2.1% |
| 30D | -2.2% | -1.3% | -0.9% | -2.5% |
| 3M | -3.7% | +5.0% | -8.7% | -2.6% |
| 6M | -6.3% | +11.7% | -18.1% | -4.5% |
| YTD | +4.5% | +13.0% | -8.4% | +7.0% |
| 1Y | +1.8% | +19.2% | -17.4% | +5.1% |
| All | +1.8% | +19.1% | -17.3% | +5.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 1y: compounded portfolio wealth divided by compounded ACWI 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…
1y analysis · Full analysis span regression · 6 months rolling