+825.0%
DUK vs VRSN
+6,422.7%
-5,597.7%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -3.4% | +4.2% | +1.0% |
| 7D | +0.7% | -2.1% | +2.8% | +0.8% |
| 30D | -2.0% | -3.9% | +1.9% | -1.8% |
| 3M | +0.2% | -0.1% | +0.3% | +0.1% |
| 6M | -6.9% | +16.4% | -23.3% | -7.9% |
| YTD | +6.1% | +17.2% | -11.1% | +4.9% |
| 1Y | +4.4% | +1.0% | +3.4% | +4.1% |
| 3Y | +49.1% | +39.1% | +10.0% | +45.6% |
| 5Y | +39.6% | +29.0% | +10.6% | +36.4% |
| 10Y | +125.1% | +275.8% | -150.7% | +109.3% |
| All | +825.0% | +6,422.7% | -5,597.7% | +739.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling