+24.4%
LIN vs DUK
+7.8%
+16.6%
-16.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DUK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.1% | +1.0% | +1.0% |
| 7D | +0.3% | -0.6% | +1.0% | +0.5% |
| 30D | +8.0% | +9.4% | -1.4% | +5.2% |
| 3M | +7.7% | +5.4% | +2.2% | +6.0% |
| 6M | +5.1% | +4.9% | +0.2% | +3.5% |
| YTD | +24.7% | +12.7% | +12.0% | +21.9% |
| All | +24.4% | +7.8% | +16.6% | +22.4% |
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 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