+126.0%
DUK vs UUUU
+465.5%
-339.5%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -5.0% | +5.0% | +0.2% |
| 7D | -0.7% | -10.5% | +9.8% | -0.3% |
| 30D | -2.4% | -10.5% | +8.1% | -2.2% |
| 3M | -3.0% | -14.1% | +11.1% | -2.7% |
| 6M | -6.6% | -35.5% | +28.9% | -5.7% |
| YTD | +4.6% | -10.9% | +15.5% | +3.8% |
| 1Y | +1.2% | +3.4% | -2.1% | -0.6% |
| 3Y | +45.7% | +73.1% | -27.5% | +37.9% |
| 5Y | +40.3% | +87.1% | -46.8% | +29.4% |
| All | +126.0% | +465.5% | -339.5% | +76.4% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 UUUU 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