+504.3%
MUU vs DUK
+7.9%
+496.4%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DUK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.0% | +2.4% | -16.4% | -6.8% |
| 7D | -35.9% | +4.9% | -40.7% | -24.7% |
| 30D | -47.1% | +13.8% | -61.0% | -20.2% |
| 3M | -29.8% | +5.2% | -35.0% | -14.3% |
| 6M | +16.0% | +3.5% | +12.6% | +50.9% |
| YTD | +286.1% | +13.5% | +272.6% | +504.0% |
| 1Y | +504.3% | +8.3% | +496.0% | +855.9% |
| All | +504.3% | +7.9% | +496.4% | +855.9% |
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 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