+18.7%
HOOD vs DUK
+1.8%
+16.8%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DUK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.0% | -1.1% | -3.0% |
| 7D | +17.1% | 0.0% | +17.1% | +17.0% |
| 30D | +31.6% | -1.7% | +33.3% | +29.7% |
| 3M | +38.2% | -0.4% | +38.7% | +38.9% |
| 6M | +48.5% | -7.2% | +55.8% | +39.7% |
| YTD | +8.0% | +5.3% | +2.7% | +16.9% |
| 1Y | +18.7% | +3.0% | +15.7% | +26.5% |
| All | +18.7% | +1.8% | +16.8% | +26.5% |
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