+889.8%
NVDA vs DUK
+39.2%
+850.5%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DUK | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | 0.0% | -0.1% | 0.0% |
| 7D | -5.1% | -0.7% | -4.5% | -5.3% |
| 30D | -2.5% | -2.4% | 0.0% | -3.2% |
| 3M | +6.7% | -3.0% | +9.7% | +5.8% |
| 6M | +17.6% | -6.6% | +24.2% | +15.7% |
| YTD | +17.3% | +4.6% | +12.8% | +19.4% |
| 1Y | +23.5% | +1.2% | +22.3% | +24.8% |
| 3Y | +384.6% | +45.7% | +339.0% | +407.0% |
| All | +889.8% | +39.2% | +850.5% | +977.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling