+145.8%
GOOG vs DUK
+47.2%
+98.7%
-29.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DUK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | 0.0% | +1.5% | +1.5% |
| 7D | 0.0% | -0.7% | +0.7% | -0.1% |
| 30D | -2.0% | -2.4% | +0.5% | -2.5% |
| 3M | -5.9% | -3.0% | -2.9% | -6.4% |
| 6M | +8.9% | -6.6% | +15.5% | +7.5% |
| YTD | +7.1% | +4.6% | +2.6% | +8.3% |
| 1Y | +39.7% | +1.2% | +38.5% | +40.5% |
| 3Y | +145.8% | +45.7% | +100.2% | +148.4% |
| All | +145.8% | +47.2% | +98.7% | +148.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling