+2,522.5%
DUK vs BBY
+73,762.8%
-71,240.3%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.1% | -0.9% | -0.9% |
| 7D | -1.7% | +0.7% | -2.4% | -1.7% |
| 30D | -2.2% | +5.8% | -8.0% | -2.6% |
| 3M | -3.7% | +18.0% | -21.7% | -4.7% |
| 6M | -6.3% | +39.8% | -46.2% | -8.4% |
| YTD | +4.5% | +35.4% | -30.9% | +2.4% |
| 1Y | +1.8% | +21.4% | -19.6% | +0.3% |
| 3Y | +46.8% | +39.5% | +7.3% | +42.1% |
| 5Y | +40.2% | -0.5% | +40.7% | +37.4% |
| 10Y | +129.8% | +240.0% | -110.2% | +108.5% |
| All | +2,522.5% | +73,762.8% | -71,240.3% | +1,694.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BBY.
Daily Out/Under-Performance
Portfolio return minus BBY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBY 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 BBY 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