+106,206.6%
MU vs DUK
+2,553.0%
+103,653.7%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DUK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -1.0% | +7.1% | +6.4% |
| 7D | +9.0% | 0.0% | +9.0% | +9.0% |
| 30D | +13.8% | -1.7% | +15.5% | +14.3% |
| 3M | +2.1% | -0.4% | +2.5% | +1.5% |
| 6M | +153.8% | -7.2% | +161.1% | +157.1% |
| YTD | +256.4% | +5.3% | +251.1% | +245.9% |
| 1Y | +719.8% | +3.0% | +716.8% | +698.4% |
| 3Y | +1,360.4% | +53.1% | +1,307.3% | +1,104.9% |
| 5Y | +1,312.4% | +37.9% | +1,274.5% | +1,090.3% |
| 10Y | +6,142.6% | +124.8% | +6,017.7% | +4,176.7% |
| All | +106,206.6% | +2,553.0% | +103,653.7% | +23,038.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling