+40.9%
DUK vs GME
-56.3%
+97.3%
-24.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GME | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +3.7% | -3.7% | 0.0% |
| 7D | -0.7% | +10.4% | -11.1% | -0.7% |
| 30D | -2.4% | +14.1% | -16.5% | -2.5% |
| 3M | -3.0% | -4.6% | +1.6% | -3.0% |
| 6M | -6.6% | -13.5% | +7.0% | -6.5% |
| YTD | +4.6% | +5.3% | -0.8% | +4.5% |
| 1Y | +1.2% | -14.9% | +16.1% | +1.2% |
| 3Y | +45.7% | +24.3% | +21.4% | +43.5% |
| All | +40.9% | -56.3% | +97.3% | +39.4% |
Cumulative growth
Daily Returns
Daily percentage return beside GME.
Daily Out/Under-Performance
Portfolio return minus GME return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GME 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 5y: compounded portfolio wealth divided by compounded GME 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…
5y analysis · Full analysis span regression · 6 months rolling