-42.3%
MSTR vs DUK
+7.9%
-50.2%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DUK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +2.4% | +2.7% | +7.0% |
| 7D | -1.8% | +4.9% | -6.7% | +2.0% |
| 30D | -13.3% | +13.8% | -27.1% | -3.9% |
| 3M | +46.0% | +5.2% | +40.8% | +53.2% |
| 6M | -22.4% | +3.5% | -25.9% | -18.7% |
| YTD | -6.2% | +13.5% | -19.6% | +8.9% |
| 1Y | -42.3% | +8.3% | -50.6% | -33.4% |
| All | -42.3% | +7.9% | -50.2% | -33.4% |
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