+1,320.4%
DUK vs VIAV
+3,187.5%
-1,867.1%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -4.5% | +3.7% | -0.7% |
| 7D | -1.7% | +11.2% | -12.9% | -2.2% |
| 30D | -2.2% | -2.6% | +0.4% | -2.3% |
| 3M | -3.7% | -20.1% | +16.4% | -3.1% |
| 6M | -6.3% | +25.8% | -32.2% | -8.3% |
| YTD | +4.5% | +109.9% | -105.4% | -0.6% |
| 1Y | +1.8% | +214.3% | -212.5% | -5.4% |
| 3Y | +46.8% | +281.6% | -234.8% | +33.9% |
| 5Y | +40.2% | +132.6% | -92.3% | +30.6% |
| 10Y | +129.8% | +396.7% | -266.9% | +104.8% |
| All | +1,320.4% | +3,187.5% | -1,867.1% | +1,049.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VIAV.
Daily Out/Under-Performance
Portfolio return minus VIAV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIAV 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 VIAV 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