+2,981.5%
MUU vs DUK
+1.8%
+2,979.6%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DUK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | -1.0% | +12.6% | +9.0% |
| 7D | +17.4% | 0.0% | +17.4% | +17.6% |
| 30D | +24.0% | -1.7% | +25.6% | +18.8% |
| 3M | -23.9% | -0.4% | -23.4% | -19.5% |
| 6M | +284.4% | -7.2% | +291.7% | +264.4% |
| YTD | +583.7% | +5.3% | +578.5% | +745.7% |
| 1Y | +2,981.5% | +3.0% | +2,978.5% | +3,624.9% |
| All | +2,981.5% | +1.8% | +2,979.6% | +3,624.9% |
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