+25.1%
GILD vs DUK
+1.9%
+23.3%
-21.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DUK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | 0.0% | -0.8% | -0.8% |
| 7D | -4.8% | -0.7% | -4.2% | -4.6% |
| 30D | +5.8% | -2.4% | +8.2% | +6.7% |
| 3M | +14.9% | -3.0% | +17.9% | +16.3% |
| 6M | -0.4% | -6.6% | +6.2% | +2.0% |
| YTD | +18.5% | +4.6% | +14.0% | +18.0% |
| 1Y | +25.1% | +1.2% | +23.9% | +24.4% |
| All | +25.1% | +1.9% | +23.3% | +24.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling