+706.7%
ETN vs DUK
+129.4%
+577.2%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DUK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | 0.0% | +3.9% | +3.9% |
| 7D | +3.5% | -0.7% | +4.2% | +3.8% |
| 30D | -7.5% | -2.4% | -5.1% | -6.7% |
| 3M | +8.3% | -3.0% | +11.3% | +8.9% |
| 6M | +20.2% | -6.6% | +26.7% | +22.3% |
| YTD | +34.7% | +4.6% | +30.1% | +31.0% |
| 1Y | +19.4% | +1.2% | +18.2% | +17.3% |
| 3Y | +85.5% | +45.7% | +39.8% | +49.3% |
| 5Y | +186.6% | +40.3% | +146.3% | +131.6% |
| All | +706.7% | +129.4% | +577.2% | +462.5% |
Cumulative growth
Daily Returns
Daily percentage return beside DUK.
Daily Out/Under-Performance
Portfolio return minus DUK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DUK 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 10y: compounded portfolio wealth divided by compounded DUK 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…
10y analysis · Full analysis span regression · 6 months rolling