+2,563.5%
DUK vs GEN
+8,593.9%
-6,030.3%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -2.7% | +3.6% | +1.0% |
| 7D | +0.7% | -0.7% | +1.4% | +0.7% |
| 30D | -2.0% | +2.6% | -4.7% | -2.2% |
| 3M | +0.2% | +15.8% | -15.6% | -0.6% |
| 6M | -6.9% | +33.1% | -40.0% | -8.4% |
| YTD | +6.1% | +11.3% | -5.2% | +5.3% |
| 1Y | +4.4% | +1.7% | +2.8% | +4.0% |
| 3Y | +49.1% | +58.1% | -9.0% | +44.7% |
| 5Y | +39.6% | +20.6% | +18.9% | +36.7% |
| 10Y | +125.1% | +149.0% | -23.9% | +110.5% |
| All | +2,563.5% | +8,593.9% | -6,030.3% | +1,909.6% |
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