+306.7%
MRVL vs DUK
+47.1%
+259.6%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DUK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.9% | -2.5% | -4.0% |
| 7D | +8.7% | -1.7% | +10.4% | +7.5% |
| 30D | +6.9% | -2.2% | +9.1% | +5.2% |
| 3M | -10.1% | -3.7% | -6.4% | -11.8% |
| 6M | +143.4% | -6.3% | +149.8% | +136.2% |
| YTD | +167.5% | +4.5% | +163.0% | +177.5% |
| 1Y | +239.0% | +1.8% | +237.1% | +247.4% |
| All | +306.7% | +47.1% | +259.6% | +343.8% |
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