+600,900.0%
NVDA vs DUK
+660.7%
+600,239.3%
-89.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DUK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.8% | -2.9% | -2.2% |
| 7D | +3.8% | +0.7% | +3.1% | +3.6% |
| 30D | +0.8% | -2.0% | +2.8% | +1.3% |
| 3M | +8.2% | +0.2% | +8.0% | +7.9% |
| 6M | +27.1% | -6.9% | +34.0% | +29.0% |
| YTD | +21.2% | +6.1% | +15.0% | +18.2% |
| 1Y | +34.3% | +4.4% | +29.9% | +31.2% |
| 3Y | +396.3% | +49.1% | +347.1% | +322.2% |
| 5Y | +913.8% | +39.6% | +874.2% | +769.8% |
| 10Y | +14,572.5% | +125.1% | +14,447.4% | +10,391.3% |
| All | +600,900.0% | +660.7% | +600,239.3% | +334,266.0% |
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