+179.3%
HOOD vs DUK
+38.9%
+140.3%
-85.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DUK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.7% | -1.1% | -1.9% |
| 7D | +7.7% | -0.1% | +7.9% | +7.7% |
| 30D | +22.0% | +0.2% | +21.7% | +22.0% |
| 3M | +37.6% | -1.9% | +39.5% | +37.4% |
| 6M | +45.3% | -6.5% | +51.8% | +44.5% |
| YTD | +1.9% | +5.4% | -3.5% | +2.2% |
| 1Y | -2.7% | +3.6% | -6.3% | -2.5% |
| 3Y | +973.4% | +48.1% | +925.2% | +889.0% |
| 5Y | +179.3% | +39.6% | +139.7% | +166.4% |
| All | +179.3% | +38.9% | +140.3% | +166.4% |
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