+2,563.5%
DUK vs WEC
+4,021.5%
-1,458.0%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.1% | -0.2% | +0.1% |
| 7D | +0.7% | +0.8% | -0.1% | +0.1% |
| 30D | -2.0% | +0.3% | -2.4% | -2.3% |
| 3M | +0.2% | -2.9% | +3.1% | +2.3% |
| 6M | -6.9% | -5.9% | -1.0% | -2.8% |
| YTD | +6.1% | +4.1% | +2.0% | +3.2% |
| 1Y | +4.4% | +3.1% | +1.3% | +2.2% |
| 3Y | +49.1% | +40.8% | +8.3% | +16.9% |
| 5Y | +39.6% | +31.7% | +7.9% | +14.4% |
| 10Y | +125.1% | +141.1% | -16.0% | +21.1% |
| All | +2,563.5% | +4,021.5% | -1,458.0% | +185.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WEC.
Daily Out/Under-Performance
Portfolio return minus WEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WEC 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded WEC 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling