+126.0%
DUK vs GEN
+159.8%
-33.8%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.0% | -0.9% | 0.0% |
| 7D | -0.7% | -1.3% | +0.6% | -0.6% |
| 30D | -2.4% | +6.1% | -8.6% | -2.9% |
| 3M | -3.0% | +27.0% | -30.0% | -4.9% |
| 6M | -6.6% | +43.9% | -50.4% | -9.5% |
| YTD | +4.6% | +13.0% | -8.4% | +3.3% |
| 1Y | +1.2% | +4.0% | -2.8% | +0.8% |
| 3Y | +45.7% | +66.2% | -20.5% | +37.8% |
| 5Y | +40.3% | +23.2% | +17.1% | +34.9% |
| All | +126.0% | +159.8% | -33.8% | +100.7% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 GEN 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