+45.3%
MO vs DUK
+7.9%
+37.4%
-14.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DUK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +2.4% | -1.0% | -0.4% |
| 7D | +6.9% | +4.9% | +2.0% | +3.2% |
| 30D | +14.9% | +13.8% | +1.1% | +4.7% |
| 3M | +16.4% | +5.2% | +11.2% | +12.3% |
| 6M | +9.6% | +3.5% | +6.1% | +7.2% |
| YTD | +41.8% | +13.5% | +28.4% | +34.9% |
| 1Y | +45.3% | +8.3% | +37.0% | +39.2% |
| All | +45.3% | +7.9% | +37.4% | +39.2% |
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