+126.0%
DUK vs TECH
+189.9%
-63.9%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.1% | 0.0% | 0.0% |
| 7D | -0.7% | -0.4% | -0.2% | -0.6% |
| 30D | -2.4% | 0.0% | -2.4% | -2.4% |
| 3M | -3.0% | +33.7% | -36.6% | -5.7% |
| 6M | -6.6% | +34.9% | -41.5% | -9.7% |
| YTD | +4.6% | +23.2% | -18.6% | +1.7% |
| 1Y | +1.2% | +36.3% | -35.1% | -2.9% |
| 3Y | +45.7% | +2.3% | +43.4% | +42.0% |
| 5Y | +40.3% | -42.9% | +83.2% | +45.8% |
| All | +126.0% | +189.9% | -63.9% | +87.4% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH 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 TECH 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