+2,761.7%
DUK vs GEN
+8,765.9%
-6,004.3%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +2.4% | -1.1% | +1.2% |
| 7D | +1.9% | +2.0% | -0.1% | +1.8% |
| 30D | +8.9% | +27.7% | -18.9% | +7.5% |
| 3M | +5.6% | +3.3% | +2.3% | +5.2% |
| 6M | +7.0% | +31.8% | -24.8% | +5.2% |
| YTD | +14.0% | +13.5% | +0.5% | +12.8% |
| 1Y | +9.1% | +16.0% | -6.9% | +7.8% |
| 3Y | +67.6% | +70.6% | -3.0% | +61.8% |
| 5Y | +56.6% | +32.1% | +24.5% | +52.5% |
| 10Y | +159.8% | +153.4% | +6.4% | +142.3% |
| All | +2,761.7% | +8,765.9% | -6,004.3% | +2,053.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling