+4,407.5%
MU vs DUK
+160.3%
+4,247.2%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DUK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +1.3% | -3.8% | -2.6% |
| 7D | +12.8% | +1.9% | +10.9% | +12.7% |
| 30D | -14.9% | +8.9% | -23.7% | -15.5% |
| 3M | -18.0% | +5.6% | -23.6% | -18.4% |
| 6M | -3.1% | +7.0% | -10.1% | -4.1% |
| YTD | +172.9% | +14.0% | +158.9% | +166.6% |
| 1Y | +228.8% | +9.1% | +219.7% | +223.6% |
| 3Y | +950.8% | +67.6% | +883.3% | +799.7% |
| 5Y | +931.3% | +56.6% | +874.7% | +787.9% |
| All | +4,407.5% | +160.3% | +4,247.2% | +3,350.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling