+126.0%
DUK vs SU
+267.2%
-141.2%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.1% | +0.2% | +0.1% |
| 7D | -0.7% | +2.2% | -2.9% | -0.9% |
| 30D | -2.4% | +8.4% | -10.9% | -3.4% |
| 3M | -3.0% | +12.1% | -15.1% | -4.4% |
| 6M | -6.6% | +19.7% | -26.2% | -8.7% |
| YTD | +4.6% | +58.4% | -53.9% | -1.2% |
| 1Y | +1.2% | +67.2% | -66.0% | -5.0% |
| 3Y | +45.7% | +125.0% | -79.4% | +30.4% |
| 5Y | +40.3% | +355.1% | -314.8% | +11.8% |
| All | +126.0% | +267.2% | -141.2% | +66.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SU.
Daily Out/Under-Performance
Portfolio return minus SU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SU 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 SU 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