+514.0%
NOW vs DUK
+160.3%
+353.7%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DUK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.3% | +0.3% | +1.3% |
| 7D | +0.3% | +1.9% | -1.7% | -0.1% |
| 30D | -27.0% | +8.9% | -35.8% | -28.3% |
| 3M | -19.6% | +5.6% | -25.2% | -20.7% |
| 6M | +17.5% | +7.0% | +10.5% | +15.4% |
| YTD | -33.3% | +14.0% | -47.3% | -35.6% |
| 1Y | -39.8% | +9.1% | -48.9% | -41.4% |
| 3Y | -19.9% | +67.6% | -87.5% | -33.2% |
| 5Y | -26.1% | +56.6% | -82.7% | -37.4% |
| All | +514.0% | +160.3% | +353.7% | +372.5% |
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 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