+57.4%
INTC vs DUK
+7.9%
+49.5%
-58.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DUK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +2.4% | -6.2% | -0.8% |
| 7D | -39.0% | +4.9% | -43.9% | -35.0% |
| 30D | -49.8% | +13.8% | -63.7% | -41.6% |
| 3M | -42.2% | +5.2% | -47.4% | -37.6% |
| 6M | -39.2% | +3.5% | -42.6% | -34.4% |
| YTD | +57.9% | +13.5% | +44.5% | +82.3% |
| 1Y | +57.4% | +8.3% | +49.0% | +81.8% |
| All | +57.4% | +7.9% | +49.5% | +81.8% |
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