+310.3%
IVV vs DUK
+160.3%
+150.0%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DUK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.3% | -1.7% | -0.9% |
| 7D | +2.6% | +1.9% | +0.6% | +1.9% |
| 30D | -2.0% | +8.9% | -10.9% | -5.1% |
| 3M | -2.8% | +5.6% | -8.3% | -4.8% |
| 6M | +2.2% | +7.0% | -4.8% | -0.8% |
| YTD | +11.5% | +14.0% | -2.5% | +5.3% |
| 1Y | +13.5% | +9.1% | +4.4% | +8.9% |
| 3Y | +78.1% | +67.6% | +10.5% | +39.3% |
| 5Y | +73.1% | +56.6% | +16.5% | +38.1% |
| All | +310.3% | +160.3% | +150.0% | +180.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling