+25.0%
HL vs DUK
+7.9%
+17.1%
-58.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DUK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.2% | +2.4% | +10.7% | +14.0% |
| 7D | +0.2% | +4.9% | -4.7% | +2.1% |
| 30D | -12.1% | +13.8% | -25.9% | -7.7% |
| 3M | -2.8% | +5.2% | -8.0% | -0.9% |
| 6M | -14.9% | +3.5% | -18.4% | -12.9% |
| YTD | -22.0% | +13.5% | -35.5% | -16.5% |
| 1Y | +25.0% | +8.3% | +16.7% | +31.0% |
| All | +25.0% | +7.9% | +17.1% | +31.0% |
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