+36.7%
LIN vs DUK
+65.4%
-28.6%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DUK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.3% | -0.6% | +0.3% |
| 7D | +2.1% | +1.9% | +0.2% | +1.5% |
| 30D | +6.8% | +8.9% | -2.1% | +4.2% |
| 3M | +10.4% | +5.6% | +4.8% | +8.6% |
| 6M | +3.2% | +7.0% | -3.8% | +1.0% |
| YTD | +24.6% | +14.0% | +10.5% | +19.9% |
| 1Y | +24.4% | +9.1% | +15.3% | +21.2% |
| 3Y | +36.7% | +67.6% | -30.8% | +22.8% |
| All | +36.7% | +65.4% | -28.6% | +22.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling