+2,563.5%
DUK vs TECH
+100,886.2%
-98,322.7%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.2% | +1.0% | +0.9% |
| 7D | +0.7% | +0.2% | +0.5% | +0.7% |
| 30D | -2.0% | +0.1% | -2.2% | -2.0% |
| 3M | +0.2% | +37.5% | -37.3% | -2.4% |
| 6M | -6.9% | +34.6% | -41.5% | -9.5% |
| YTD | +6.1% | +23.5% | -17.3% | +3.8% |
| 1Y | +4.4% | +34.4% | -30.0% | +1.2% |
| 3Y | +49.1% | +2.3% | +46.9% | +45.9% |
| 5Y | +39.6% | -41.7% | +81.3% | +41.5% |
| 10Y | +125.1% | +177.6% | -52.5% | +100.2% |
| All | +2,563.5% | +100,886.2% | -98,322.7% | +1,823.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling