+223.3%
HOOD vs DUK
+38.0%
+185.3%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DUK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | 0.0% | -0.7% | -0.7% |
| 7D | -7.8% | -0.7% | -7.1% | -7.9% |
| 30D | +18.6% | -2.4% | +21.1% | +18.1% |
| 3M | +22.1% | -3.0% | +25.0% | +21.6% |
| 6M | +43.1% | -6.6% | +49.6% | +42.0% |
| YTD | -0.5% | +4.6% | -5.0% | -0.1% |
| 1Y | -4.4% | +1.2% | -5.6% | -4.2% |
| 3Y | +938.5% | +45.7% | +892.8% | +880.9% |
| 5Y | +173.4% | +40.3% | +133.1% | +168.6% |
| All | +223.3% | +38.0% | +185.3% | +222.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling