+2,522.5%
DUK vs SYY
+4,587.2%
-2,064.8%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-10.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.9% | -1.8% | -1.1% |
| 7D | -1.7% | +1.5% | -3.2% | -2.1% |
| 30D | -2.2% | -2.3% | +0.1% | -1.7% |
| 3M | -3.7% | +5.5% | -9.2% | -5.0% |
| 6M | -6.3% | -1.0% | -5.4% | -6.7% |
| YTD | +4.5% | +14.1% | -9.6% | +0.2% |
| 1Y | +1.8% | +5.6% | -3.7% | -0.5% |
| 3Y | +46.8% | +27.9% | +18.9% | +35.7% |
| 5Y | +40.2% | +22.7% | +17.5% | +29.3% |
| 10Y | +129.8% | +113.9% | +15.9% | +73.3% |
| All | +2,522.5% | +4,587.2% | -2,064.8% | +964.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SYY.
Daily Out/Under-Performance
Portfolio return minus SYY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SYY 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 1990-01-01 to 2026-09-10: compounded portfolio wealth divided by compounded SYY 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…
1990-01-01 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling