+59.2%
HAL vs DUK
+56.0%
+3.1%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DUK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +1.3% | +1.8% | +2.9% |
| 7D | +6.1% | +1.9% | +4.2% | +5.8% |
| 30D | +2.9% | +8.9% | -6.0% | +1.6% |
| 3M | +3.3% | +5.6% | -2.2% | +2.5% |
| 6M | -16.9% | +7.0% | -23.9% | -17.9% |
| YTD | +21.2% | +14.0% | +7.1% | +18.0% |
| 1Y | +27.5% | +9.1% | +18.5% | +25.3% |
| 3Y | -6.4% | +67.6% | -74.0% | -22.0% |
| All | +59.2% | +56.0% | +3.1% | +37.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling