+2,725.0%
DUK vs PCG
+85.2%
+2,639.8%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PCG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.0% | +0.9% | 0.0% |
| 7D | -1.1% | -2.0% | +0.8% | -0.8% |
| 30D | +8.8% | -2.7% | +11.5% | +9.3% |
| 3M | +5.0% | -25.1% | +30.1% | +10.0% |
| 6M | +4.6% | -22.3% | +26.9% | +8.8% |
| YTD | +12.6% | -18.5% | +31.1% | +15.9% |
| 1Y | +7.4% | -21.8% | +29.3% | +11.4% |
| 3Y | +63.1% | -21.0% | +84.1% | +67.6% |
| 5Y | +54.6% | +8.1% | +46.5% | +48.6% |
| 10Y | +156.5% | -76.6% | +233.1% | +168.8% |
| All | +2,725.0% | +85.2% | +2,639.8% | +1,179.5% |
Cumulative growth
Daily Returns
Daily percentage return beside PCG.
Daily Out/Under-Performance
Portfolio return minus PCG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PCG 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 PCG 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