+16,554.9%
INTC vs DUK
+2,575.5%
+13,979.4%
-82.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DUK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.1% | +0.8% | +8.2% | +8.8% |
| 7D | +17.4% | +0.7% | +16.7% | +17.2% |
| 30D | +2.8% | -2.0% | +4.8% | +3.5% |
| 3M | -5.3% | +0.2% | -5.5% | -5.9% |
| 6M | +140.6% | -6.9% | +147.5% | +144.3% |
| YTD | +183.1% | +6.1% | +177.0% | +174.1% |
| 1Y | +326.8% | +4.4% | +322.3% | +313.8% |
| 3Y | +179.4% | +49.1% | +130.3% | +134.9% |
| 5Y | +111.7% | +39.6% | +72.2% | +80.8% |
| 10Y | +253.8% | +125.1% | +128.7% | +151.7% |
| All | +16,554.9% | +2,575.5% | +13,979.4% | +4,135.4% |
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 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