+139,934.1%
MSFT vs DUK
+2,774.5%
+137,159.6%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DUK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.3% | -1.1% | -0.2% |
| 7D | -1.3% | +1.9% | -3.2% | -1.9% |
| 30D | -1.8% | +8.9% | -10.7% | -4.5% |
| 3M | +5.6% | +5.6% | +0.1% | +3.7% |
| 6M | +29.8% | +7.0% | +22.8% | +26.4% |
| YTD | +9.0% | +14.0% | -5.0% | +3.6% |
| 1Y | +4.9% | +9.1% | -4.1% | +1.2% |
| 3Y | +46.2% | +67.6% | -21.4% | +20.4% |
| 5Y | +62.1% | +56.6% | +5.5% | +35.4% |
| 10Y | +899.6% | +159.8% | +739.8% | +596.4% |
| All | +139,934.1% | +2,774.5% | +137,159.6% | +34,100.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling