+805.4%
DUK vs PWR
+8,787.2%
-7,981.8%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.3% | -1.5% | +0.7% |
| 7D | +0.7% | +4.5% | -3.8% | +0.3% |
| 30D | -2.0% | -4.9% | +2.8% | -1.7% |
| 3M | +0.2% | -7.9% | +8.1% | +0.5% |
| 6M | -6.9% | +18.3% | -25.2% | -8.7% |
| YTD | +6.1% | +51.5% | -45.4% | +1.8% |
| 1Y | +4.4% | +70.3% | -65.9% | -1.0% |
| 3Y | +49.1% | +210.6% | -161.5% | +32.3% |
| 5Y | +39.6% | +456.7% | -417.1% | +16.7% |
| 10Y | +125.1% | +2,396.1% | -2,270.9% | +63.4% |
| All | +805.4% | +8,787.2% | -7,981.8% | +481.8% |
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 1990-01-01 to 2026-09-08: 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling