+2,523.6%
DUK vs SU
+61,601.3%
-59,077.7%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.1% | +0.2% | 0.0% |
| 7D | -0.7% | +2.2% | -2.9% | -0.7% |
| 30D | -2.4% | +8.4% | -10.9% | -2.4% |
| 3M | -3.0% | +12.1% | -15.1% | -3.0% |
| 6M | -6.6% | +19.7% | -26.2% | -6.5% |
| YTD | +4.6% | +58.4% | -53.9% | +4.6% |
| 1Y | +1.2% | +67.2% | -66.0% | +1.2% |
| 3Y | +45.7% | +125.0% | -79.4% | +45.7% |
| 5Y | +40.3% | +355.1% | -314.8% | +40.3% |
| 10Y | +129.9% | +263.7% | -133.8% | +129.9% |
| All | +2,523.6% | +61,601.3% | -59,077.7% | +2,580.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling