+125.9%
DUK vs IBB
+125.2%
+0.8%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.4% | +0.5% | -0.6% |
| 7D | -1.7% | -5.2% | +3.6% | -0.5% |
| 30D | -2.2% | +1.5% | -3.7% | -2.7% |
| 3M | -3.7% | +22.1% | -25.8% | -8.0% |
| 6M | -6.3% | +17.7% | -24.1% | -10.0% |
| YTD | +4.5% | +20.2% | -15.7% | -0.2% |
| 1Y | +1.8% | +44.4% | -42.6% | -7.0% |
| 3Y | +46.8% | +61.1% | -14.3% | +29.2% |
| 5Y | +40.2% | +18.5% | +21.7% | +32.3% |
| All | +125.9% | +125.2% | +0.8% | +85.0% |
Cumulative growth
Daily Returns
Daily percentage return beside IBB.
Daily Out/Under-Performance
Portfolio return minus IBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBB 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 IBB 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