+64,065.9%
NFLX vs DUK
+506.0%
+63,559.9%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DUK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.8% | -2.7% | -2.1% |
| 7D | -5.0% | +0.7% | -5.7% | -5.2% |
| 30D | +3.5% | -2.0% | +5.6% | +4.1% |
| 3M | -7.1% | +0.2% | -7.3% | -7.2% |
| 6M | -22.5% | -6.9% | -15.6% | -20.9% |
| YTD | -18.1% | +6.1% | -24.3% | -19.7% |
| 1Y | -38.3% | +4.4% | -42.8% | -39.3% |
| 3Y | +73.4% | +49.1% | +24.3% | +50.2% |
| 5Y | +26.7% | +39.6% | -12.9% | +10.7% |
| 10Y | +670.3% | +125.1% | +545.2% | +443.0% |
| All | +64,065.9% | +506.0% | +63,559.9% | +21,318.6% |
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