+392.8%
HL vs DUK
+47.2%
+345.7%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DUK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | 0.0% | -1.2% | -1.2% |
| 7D | -4.4% | -0.7% | -3.7% | -4.2% |
| 30D | +9.3% | -2.4% | +11.7% | +10.1% |
| 3M | +32.0% | -3.0% | +35.0% | +32.6% |
| 6M | -6.4% | -6.6% | +0.1% | -4.6% |
| YTD | +3.1% | +4.6% | -1.4% | -0.6% |
| 1Y | +77.6% | +1.2% | +76.3% | +72.8% |
| 3Y | +392.8% | +45.7% | +347.2% | +197.8% |
| All | +392.8% | +47.2% | +345.7% | +197.8% |
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