-35.9%
HOOD vs DUK
+8.9%
-44.9%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DUK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | +1.3% | -5.6% | -3.1% |
| 7D | -3.8% | +1.9% | -5.7% | -2.0% |
| 30D | -23.0% | +8.9% | -31.8% | -16.4% |
| 3M | -21.6% | +5.6% | -27.2% | -17.0% |
| 6M | +1.4% | +7.0% | -5.5% | +9.1% |
| YTD | -31.2% | +14.0% | -45.2% | -20.8% |
| 1Y | -35.9% | +9.1% | -45.0% | -27.3% |
| All | -35.9% | +8.9% | -44.9% | -27.3% |
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