-38.0%
MSTR vs DUK
+4.7%
-42.6%
-56.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | DUK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.5% | -0.1% | -6.3% | -6.6% |
| 7D | -11.5% | -1.1% | -10.4% | -12.4% |
| 30D | -24.8% | +8.8% | -33.6% | -18.6% |
| 3M | +20.6% | +5.0% | +15.6% | +27.0% |
| 6M | -38.0% | +4.6% | -42.6% | -34.5% |
| All | -38.0% | +4.7% | -42.6% | -34.5% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling