+14,546.7%
NVDA vs DUK
+129.4%
+14,417.3%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DUK | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | 0.0% | -0.1% | 0.0% |
| 7D | -5.1% | -0.7% | -4.5% | -5.0% |
| 30D | -2.5% | -2.4% | 0.0% | -2.1% |
| 3M | +6.7% | -3.0% | +9.7% | +7.0% |
| 6M | +17.6% | -6.6% | +24.2% | +18.6% |
| YTD | +17.3% | +4.6% | +12.8% | +15.8% |
| 1Y | +23.5% | +1.2% | +22.3% | +22.3% |
| 3Y | +384.6% | +45.7% | +339.0% | +322.5% |
| 5Y | +875.4% | +40.3% | +835.1% | +747.9% |
| All | +14,546.7% | +129.4% | +14,417.3% | +11,055.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling