-23.7%
MARA vs DUK
+1.9%
-25.6%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DUK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | 0.0% | +4.8% | +4.8% |
| 7D | +5.9% | -0.7% | +6.6% | +5.5% |
| 30D | +24.3% | -2.4% | +26.7% | +22.4% |
| 3M | -12.0% | -3.0% | -9.0% | -13.9% |
| 6M | +40.1% | -6.6% | +46.7% | +36.8% |
| YTD | +33.4% | +4.6% | +28.9% | +42.3% |
| 1Y | -23.7% | +1.2% | -25.0% | -13.8% |
| All | -23.7% | +1.9% | -25.6% | -13.8% |
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 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