+5,744.5%
MU vs DUK
+129.3%
+5,615.2%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DUK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -0.9% | -4.0% | -4.8% |
| 7D | +2.0% | -1.7% | +3.7% | +2.2% |
| 30D | +12.5% | -2.2% | +14.8% | +12.8% |
| 3M | +9.6% | -3.7% | +13.3% | +9.8% |
| 6M | +142.6% | -6.3% | +149.0% | +143.6% |
| YTD | +242.7% | +4.5% | +238.1% | +237.3% |
| 1Y | +599.3% | +1.8% | +597.4% | +589.9% |
| 3Y | +1,308.3% | +46.8% | +1,261.5% | +1,129.8% |
| 5Y | +1,263.7% | +40.2% | +1,223.5% | +1,090.0% |
| All | +5,744.5% | +129.3% | +5,615.2% | +4,303.9% |
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