+228.8%
MU vs DUK
+8.9%
+219.9%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DUK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +1.3% | -3.8% | -0.6% |
| 7D | +12.8% | +1.9% | +10.9% | +16.2% |
| 30D | -14.9% | +8.9% | -23.7% | -2.6% |
| 3M | -18.0% | +5.6% | -23.6% | -9.5% |
| 6M | -3.1% | +7.0% | -10.1% | +11.2% |
| YTD | +172.9% | +14.0% | +158.9% | +230.9% |
| 1Y | +228.8% | +9.1% | +219.7% | +283.6% |
| All | +228.8% | +8.9% | +219.9% | +283.6% |
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