+780.0%
NOW vs DUK
+129.3%
+650.7%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DUK | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.9% | +0.9% | +0.2% |
| 7D | -9.9% | -1.7% | -8.2% | -9.6% |
| 30D | +2.8% | -2.2% | +5.1% | +3.3% |
| 3M | +23.7% | -3.7% | +27.4% | +24.6% |
| 6M | +12.5% | -6.3% | +18.8% | +13.7% |
| YTD | -14.4% | +4.5% | -18.9% | -15.9% |
| 1Y | -29.0% | +1.8% | -30.8% | -29.9% |
| 3Y | +9.3% | +46.8% | -37.5% | -5.7% |
| 5Y | +1.2% | +40.2% | -39.0% | -12.1% |
| All | +780.0% | +129.3% | +650.7% | +584.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling