-51.8%
INTU vs DUK
+2.6%
-54.4%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DUK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.9% | +0.5% | -0.7% |
| 7D | -9.2% | -1.7% | -7.5% | -9.7% |
| 30D | -7.0% | -2.2% | -4.8% | -7.8% |
| 3M | +10.5% | -3.7% | +14.2% | +9.3% |
| 6M | -30.6% | -6.3% | -24.2% | -31.6% |
| YTD | -52.3% | +4.5% | -56.8% | -48.9% |
| 1Y | -51.8% | +1.8% | -53.6% | -48.5% |
| All | -51.8% | +2.6% | -54.4% | -48.5% |
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