+126.0%
DUK vs PWR
+2,544.4%
-2,418.4%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +5.1% | -5.1% | -0.6% |
| 7D | -0.7% | +4.2% | -4.9% | -1.2% |
| 30D | -2.4% | -4.0% | +1.6% | -2.0% |
| 3M | -3.0% | -4.8% | +1.8% | -2.8% |
| 6M | -6.6% | +14.6% | -21.2% | -9.1% |
| YTD | +4.6% | +54.2% | -49.7% | -2.6% |
| 1Y | +1.2% | +67.1% | -65.9% | -7.2% |
| 3Y | +45.7% | +218.5% | -172.8% | +15.7% |
| 5Y | +40.3% | +466.3% | -426.0% | -3.3% |
| All | +126.0% | +2,544.4% | -2,418.4% | +0.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling