+2,909.2%
HPQ vs DUK
+2,557.6%
+351.6%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DUK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -0.7% | +5.6% | +5.1% |
| 7D | +2.2% | -0.1% | +2.3% | +2.2% |
| 30D | +9.7% | +0.2% | +9.5% | +9.6% |
| 3M | +32.7% | -1.9% | +34.6% | +33.3% |
| 6M | +77.7% | -6.5% | +84.2% | +80.7% |
| YTD | +51.0% | +5.4% | +45.6% | +48.0% |
| 1Y | +18.4% | +3.6% | +14.8% | +16.5% |
| 3Y | +25.6% | +48.1% | -22.6% | +8.9% |
| 5Y | +38.6% | +39.6% | -0.9% | +21.5% |
| 10Y | +226.1% | +131.8% | +94.3% | +141.7% |
| All | +2,909.2% | +2,557.6% | +351.6% | +755.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling