+11.8%
NOW vs DUK
+51.5%
-39.7%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DUK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | +0.8% | -5.8% | -4.7% |
| 7D | -6.1% | +0.7% | -6.8% | -5.8% |
| 30D | +7.5% | -2.0% | +9.5% | +6.7% |
| 3M | +17.5% | +0.2% | +17.3% | +18.0% |
| 6M | +7.9% | -6.9% | +14.8% | +6.2% |
| YTD | -12.4% | +6.1% | -18.5% | -9.9% |
| 1Y | -28.6% | +4.4% | -33.0% | -26.7% |
| 3Y | +11.8% | +49.1% | -37.3% | +15.7% |
| All | +11.8% | +51.5% | -39.7% | +15.7% |
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