+2,771.1%
NOW vs DUK
+212.3%
+2,558.9%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DUK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -1.0% | -2.0% | -2.8% |
| 7D | -2.4% | 0.0% | -2.4% | -2.4% |
| 30D | +20.5% | -1.7% | +22.2% | +20.8% |
| 3M | +18.3% | -0.4% | +18.8% | +18.3% |
| 6M | +24.1% | -7.2% | +31.3% | +25.5% |
| YTD | -7.8% | +5.3% | -13.0% | -9.3% |
| 1Y | -21.4% | +3.0% | -24.3% | -22.5% |
| 3Y | +19.5% | +53.1% | -33.5% | +4.0% |
| 5Y | +4.1% | +37.9% | -33.8% | -7.2% |
| 10Y | +826.4% | +124.8% | +701.6% | +628.7% |
| All | +2,771.1% | +212.3% | +2,558.9% | +1,932.2% |
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