+82.7%
MRVL vs DUK
+7.9%
+74.9%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DUK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | +2.4% | -9.5% | -4.2% |
| 7D | -36.5% | +4.9% | -41.4% | -32.4% |
| 30D | -41.1% | +13.8% | -54.9% | -32.0% |
| 3M | -26.9% | +5.2% | -32.1% | -21.8% |
| 6M | -2.3% | +3.5% | -5.8% | +5.1% |
| YTD | +88.4% | +13.5% | +74.9% | +115.6% |
| 1Y | +82.7% | +8.3% | +74.4% | +101.9% |
| All | +82.7% | +7.9% | +74.9% | +101.9% |
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