-29.8%
NOW vs DUK
+3.7%
-33.5%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DUK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.7% | -1.6% | -2.7% |
| 7D | -4.1% | -0.1% | -4.0% | -4.2% |
| 30D | +2.9% | +0.2% | +2.6% | +3.1% |
| 3M | +22.6% | -1.9% | +24.4% | +21.9% |
| 6M | +7.5% | -6.5% | +14.0% | +5.5% |
| YTD | -14.4% | +5.4% | -19.9% | -8.5% |
| 1Y | -29.8% | +3.6% | -33.3% | -26.2% |
| All | -29.8% | +3.7% | -33.5% | -26.2% |
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