+228.7%
HL vs DUK
+39.2%
+189.4%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DUK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | 0.0% | -1.2% | -1.2% |
| 7D | -4.4% | -0.7% | -3.7% | -4.1% |
| 30D | +9.3% | -2.4% | +11.7% | +10.5% |
| 3M | +32.0% | -3.0% | +35.0% | +33.1% |
| 6M | -6.4% | -6.6% | +0.1% | -4.1% |
| YTD | +3.1% | +4.6% | -1.4% | -1.1% |
| 1Y | +77.6% | +1.2% | +76.3% | +72.6% |
| 3Y | +392.8% | +45.7% | +347.2% | +260.2% |
| All | +228.7% | +39.2% | +189.4% | +158.0% |
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 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