+1,346.4%
MU vs DUK
+38.9%
+1,307.4%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DUK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -0.7% | +3.4% | +2.5% |
| 7D | +7.5% | -0.1% | +7.6% | +7.5% |
| 30D | +19.4% | +0.2% | +19.1% | +19.6% |
| 3M | +9.8% | -1.9% | +11.7% | +9.5% |
| 6M | +164.1% | -6.5% | +170.7% | +161.3% |
| YTD | +260.3% | +5.4% | +254.9% | +267.3% |
| 1Y | +661.2% | +3.6% | +657.6% | +673.7% |
| 3Y | +1,380.8% | +48.1% | +1,332.7% | +1,421.2% |
| 5Y | +1,346.4% | +39.6% | +1,306.8% | +1,408.1% |
| All | +1,346.4% | +38.9% | +1,307.4% | +1,408.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling