+98.1%
NU vs DUK
+47.2%
+50.9%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DUK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | 0.0% | -2.7% | -2.7% |
| 7D | -4.9% | -0.7% | -4.2% | -5.0% |
| 30D | +7.8% | -2.4% | +10.3% | +7.5% |
| 3M | +20.9% | -3.0% | +23.9% | +20.4% |
| 6M | +0.9% | -6.6% | +7.4% | 0.0% |
| YTD | -12.7% | +4.6% | -17.2% | -12.2% |
| 1Y | -6.4% | +1.2% | -7.6% | -6.3% |
| 3Y | +98.1% | +45.7% | +52.4% | +88.7% |
| All | +98.1% | +47.2% | +50.9% | +88.7% |
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