+126.0%
DUK vs BEN
+56.6%
+69.4%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | 0.0% | +0.1% | 0.0% |
| 7D | -0.7% | -3.1% | +2.4% | -0.1% |
| 30D | -2.4% | +0.2% | -2.6% | -2.5% |
| 3M | -3.0% | +6.8% | -9.8% | -4.4% |
| 6M | -6.6% | +38.1% | -44.7% | -12.5% |
| YTD | +4.6% | +44.3% | -39.8% | -3.1% |
| 1Y | +1.2% | +42.6% | -41.3% | -6.1% |
| 3Y | +45.7% | +52.3% | -6.6% | +31.0% |
| 5Y | +40.3% | +37.6% | +2.7% | +25.7% |
| All | +126.0% | +56.6% | +69.4% | +69.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 BEN 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