+2,864.0%
GE vs DUK
+2,575.5%
+288.5%
-85.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DUK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.8% | -1.5% | -1.0% |
| 7D | +1.2% | +0.7% | +0.4% | +0.9% |
| 30D | -9.5% | -2.0% | -7.5% | -8.8% |
| 3M | +4.1% | +0.2% | +3.9% | +3.7% |
| 6M | +3.9% | -6.9% | +10.8% | +6.3% |
| YTD | +9.0% | +6.1% | +2.9% | +5.9% |
| 1Y | +21.9% | +4.4% | +17.5% | +19.0% |
| 3Y | +281.8% | +49.1% | +232.7% | +219.8% |
| 5Y | +436.7% | +39.6% | +397.2% | +356.4% |
| 10Y | +151.5% | +125.1% | +26.4% | +75.8% |
| All | +2,864.0% | +2,575.5% | +288.5% | +555.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling