+125.1%
DUK vs MLM
+204.6%
-79.4%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | MLM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.5% | +1.4% | +0.9% |
| 7D | +0.7% | +1.4% | -0.7% | +0.4% |
| 30D | -2.0% | -6.5% | +4.5% | -0.9% |
| 3M | +0.2% | -7.4% | +7.6% | +1.4% |
| 6M | -6.9% | -15.8% | +8.9% | -4.2% |
| YTD | +6.1% | -17.4% | +23.6% | +9.3% |
| 1Y | +4.4% | -17.9% | +22.3% | +7.5% |
| 3Y | +49.1% | +18.9% | +30.2% | +40.4% |
| 5Y | +39.6% | +43.4% | -3.9% | +24.0% |
| 10Y | +125.1% | +206.2% | -81.1% | +60.8% |
| All | +125.1% | +204.6% | -79.4% | +60.8% |
Cumulative growth
Daily Returns
Daily percentage return beside MLM.
Daily Out/Under-Performance
Portfolio return minus MLM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MLM 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded MLM 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling