+797.8%
DUK vs PWR
+8,583.6%
-7,785.8%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.7% | -1.7% | -1.0% |
| 7D | 0.0% | +3.6% | -3.6% | -0.3% |
| 30D | -1.7% | -8.6% | +6.9% | -1.0% |
| 3M | -0.4% | -13.2% | +12.7% | +0.4% |
| 6M | -7.2% | +9.9% | -17.1% | -8.5% |
| YTD | +5.3% | +48.0% | -42.8% | +1.1% |
| 1Y | +3.0% | +66.2% | -63.2% | -2.2% |
| 3Y | +53.1% | +195.1% | -142.0% | +36.4% |
| 5Y | +37.9% | +442.6% | -404.6% | +15.6% |
| 10Y | +124.8% | +2,334.2% | -2,209.4% | +63.5% |
| All | +797.8% | +8,583.6% | -7,785.8% | +478.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling