+963.5%
HOOD vs DUK
+48.4%
+915.1%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DUK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.7% | -1.1% | -2.1% |
| 7D | +7.7% | -0.1% | +7.9% | +7.6% |
| 30D | +22.0% | +0.2% | +21.7% | +22.3% |
| 3M | +37.6% | -1.9% | +39.5% | +36.9% |
| 6M | +45.3% | -6.5% | +51.8% | +41.7% |
| YTD | +1.9% | +5.4% | -3.5% | +5.3% |
| 1Y | -2.7% | +3.6% | -6.3% | 0.0% |
| All | +963.5% | +48.4% | +915.1% | +948.0% |
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 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