+381.9%
DUK vs UUUU
-92.5%
+474.4%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -6.3% | +5.4% | -0.8% |
| 7D | -1.7% | -5.0% | +3.3% | -1.6% |
| 30D | -2.2% | -7.8% | +5.5% | -2.1% |
| 3M | -3.7% | -0.4% | -3.3% | -3.8% |
| 6M | -6.3% | -32.9% | +26.5% | -5.9% |
| YTD | +4.5% | -6.3% | +10.8% | +4.0% |
| 1Y | +1.8% | +7.9% | -6.1% | +0.8% |
| 3Y | +46.8% | +85.2% | -38.4% | +42.4% |
| 5Y | +40.2% | +97.0% | -56.7% | +34.5% |
| 10Y | +129.8% | +492.6% | -362.8% | +109.2% |
| All | +381.9% | -92.5% | +474.4% | +333.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling