+103.2%
INTC vs DUK
+39.2%
+64.0%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DUK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | 0.0% | +2.6% | +2.6% |
| 7D | +7.5% | -0.7% | +8.1% | +7.5% |
| 30D | +2.0% | -2.4% | +4.4% | +2.1% |
| 3M | -12.0% | -3.0% | -9.0% | -12.1% |
| 6M | +114.5% | -6.6% | +121.1% | +115.1% |
| YTD | +179.0% | +4.6% | +174.4% | +174.3% |
| 1Y | +318.3% | +1.2% | +317.1% | +312.6% |
| 3Y | +171.2% | +45.7% | +125.5% | +134.7% |
| All | +103.2% | +39.2% | +64.0% | +78.2% |
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