-17.1%
NOW vs DUK
+62.0%
-79.1%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DUK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.3% | +0.5% | +0.9% |
| 7D | -3.1% | -0.2% | -2.8% | -3.1% |
| 30D | -27.0% | +9.8% | -36.9% | -23.5% |
| 3M | -17.7% | +3.5% | -21.2% | -15.8% |
| 6M | +12.7% | +5.0% | +7.7% | +16.5% |
| YTD | -32.9% | +12.2% | -45.1% | -28.4% |
| 1Y | -40.4% | +7.2% | -47.6% | -37.2% |
| 3Y | -17.1% | +63.0% | -80.1% | -4.0% |
| All | -17.1% | +62.0% | -79.1% | -4.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling