-38.7%
NOW vs DUK
+7.9%
-46.6%
-53.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DUK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +2.4% | -2.8% | +1.7% |
| 7D | -27.5% | +4.9% | -32.4% | -24.2% |
| 30D | -20.0% | +13.8% | -33.9% | -11.5% |
| 3M | -7.9% | +5.2% | -13.1% | -3.6% |
| 6M | +18.3% | +3.5% | +14.9% | +23.6% |
| YTD | -29.0% | +13.5% | -42.4% | -15.5% |
| 1Y | -38.7% | +8.3% | -47.0% | -28.5% |
| All | -38.7% | +7.9% | -46.6% | -28.5% |
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