+3.0%
DUK vs PWR
+66.5%
-63.6%
-10.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.7% | -1.7% | -1.0% |
| 7D | 0.0% | +3.6% | -3.6% | +0.1% |
| 30D | -1.7% | -8.6% | +6.9% | -1.9% |
| 3M | -0.4% | -13.2% | +12.7% | -0.3% |
| 6M | -7.2% | +9.9% | -17.1% | -6.9% |
| YTD | +5.3% | +48.0% | -42.8% | +7.4% |
| 1Y | +3.0% | +66.2% | -63.2% | +4.5% |
| All | +3.0% | +66.5% | -63.6% | +4.5% |
Cumulative growth
Daily Returns
Daily percentage return beside PWR.
Daily Out/Under-Performance
Portfolio return minus PWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PWR 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 1y: compounded portfolio wealth divided by compounded PWR 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…
1y analysis · Full analysis span regression · 6 months rolling