+1.2%
DUK vs SPXU
-36.3%
+37.5%
-10.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.4% | +2.5% | +0.3% |
| 7D | -0.7% | +2.5% | -3.1% | -0.9% |
| 30D | -2.4% | +4.2% | -6.6% | -2.9% |
| 3M | -3.0% | -9.3% | +6.3% | -2.1% |
| 6M | -6.6% | -30.7% | +24.1% | -4.0% |
| YTD | +4.6% | -28.1% | +32.7% | +6.8% |
| 1Y | +1.2% | -35.2% | +36.5% | +3.8% |
| All | +1.2% | -36.3% | +37.5% | +3.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 SPXU 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