+162.6%
DUK vs PWR
+1,844.4%
-1,681.9%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.7% | +2.0% | +1.4% |
| 7D | +1.9% | +11.3% | -9.4% | +0.7% |
| 30D | +8.9% | -8.9% | +17.7% | +9.5% |
| 3M | +5.6% | -10.5% | +16.1% | +6.3% |
| 6M | +7.0% | -22.2% | +29.1% | +9.2% |
| YTD | +14.0% | +42.7% | -28.7% | +6.5% |
| 1Y | +9.1% | +41.1% | -32.0% | +1.9% |
| 3Y | +67.6% | +242.7% | -175.2% | +29.3% |
| 5Y | +56.6% | +418.5% | -361.9% | +8.3% |
| All | +162.6% | +1,844.4% | -1,681.9% | +22.6% |
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