+45.7%
DUK vs VRSN
+44.6%
+1.0%
-11.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.3% | -1.3% | -0.1% |
| 7D | -0.7% | +0.2% | -0.9% | -0.7% |
| 30D | -2.4% | +3.8% | -6.2% | -2.9% |
| 3M | -3.0% | +5.0% | -8.0% | -3.7% |
| 6M | -6.6% | +24.9% | -31.4% | -9.8% |
| YTD | +4.6% | +21.6% | -17.1% | +1.2% |
| 1Y | +1.2% | +2.4% | -1.2% | +1.0% |
| 3Y | +45.7% | +47.3% | -1.7% | +32.3% |
| All | +45.7% | +44.6% | +1.0% | +32.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VRSN.
Daily Out/Under-Performance
Portfolio return minus VRSN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VRSN 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 3y: compounded portfolio wealth divided by compounded VRSN 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…
3y analysis · Full analysis span regression · 6 months rolling