+81,302.1%
MU vs DUK
+2,774.5%
+78,527.6%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DUK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +1.3% | -3.8% | -2.9% |
| 7D | +12.8% | +1.9% | +10.9% | +12.1% |
| 30D | -14.9% | +8.9% | -23.7% | -17.4% |
| 3M | -18.0% | +5.6% | -23.6% | -19.9% |
| 6M | -3.1% | +7.0% | -10.1% | -6.4% |
| YTD | +172.9% | +14.0% | +158.9% | +157.2% |
| 1Y | +228.8% | +9.1% | +219.7% | +213.9% |
| 3Y | +950.8% | +67.6% | +883.3% | +739.4% |
| 5Y | +931.3% | +56.6% | +874.7% | +730.4% |
| 10Y | +4,417.7% | +159.8% | +4,257.9% | +2,833.8% |
| All | +81,302.1% | +2,774.5% | +78,527.6% | +17,101.1% |
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 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