+1.0%
NVDA vs DUK
+7.9%
-6.9%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DUK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +2.4% | -5.6% | -1.4% |
| 7D | -7.1% | +4.9% | -12.0% | -3.7% |
| 30D | -16.2% | +13.8% | -30.1% | -8.0% |
| 3M | -5.5% | +5.2% | -10.7% | -1.6% |
| 6M | +1.1% | +3.5% | -2.4% | +4.8% |
| YTD | +7.6% | +13.5% | -5.9% | +22.0% |
| 1Y | +1.0% | +8.3% | -7.4% | +10.2% |
| All | +1.0% | +7.9% | -6.9% | +10.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling