+146.7%
DUK vs DOC
+14.9%
+131.8%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.2% | +0.6% | +0.5% |
| 7D | +3.3% | +6.2% | -2.9% | +1.0% |
| 30D | +12.5% | +6.5% | +6.0% | +9.8% |
| 3M | +6.4% | -6.2% | +12.6% | +8.8% |
| 6M | +3.7% | +25.6% | -21.8% | -6.0% |
| YTD | +13.9% | +32.1% | -18.2% | +0.6% |
| 1Y | +8.8% | +20.3% | -11.5% | -0.3% |
| 3Y | +61.3% | +42.7% | +18.6% | +34.3% |
| 5Y | +55.1% | -22.2% | +77.3% | +65.0% |
| All | +146.7% | +14.9% | +131.8% | +109.5% |
Cumulative growth
Daily Returns
Daily percentage return beside DOC.
Daily Out/Under-Performance
Portfolio return minus DOC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOC 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 DOC 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