+1,988.6%
NOW vs DUK
+232.7%
+1,755.9%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DUK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.3% | +0.5% | +0.7% |
| 7D | -3.1% | -0.2% | -2.8% | -3.1% |
| 30D | -27.0% | +9.8% | -36.9% | -28.4% |
| 3M | -17.7% | +3.5% | -21.2% | -18.4% |
| 6M | +12.7% | +5.0% | +7.7% | +11.2% |
| YTD | -32.9% | +12.2% | -45.1% | -34.9% |
| 1Y | -40.4% | +7.2% | -47.6% | -41.7% |
| 3Y | -17.1% | +63.0% | -80.1% | -28.8% |
| 5Y | -25.7% | +52.3% | -78.0% | -35.3% |
| 10Y | +504.6% | +148.5% | +356.1% | +367.0% |
| All | +1,988.6% | +232.7% | +1,755.9% | +1,358.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling