+249.9%
PLD vs DUK
+125.8%
+124.1%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DUK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.7% | -1.4% | -1.6% |
| 7D | -0.7% | -0.1% | -0.6% | -0.6% |
| 30D | -2.2% | +0.2% | -2.5% | -2.5% |
| 3M | -7.4% | -1.9% | -5.5% | -6.5% |
| 6M | +1.9% | -6.5% | +8.4% | +6.3% |
| YTD | +7.9% | +5.4% | +2.5% | +3.2% |
| 1Y | +25.1% | +3.6% | +21.5% | +20.9% |
| 3Y | +21.9% | +48.1% | -26.2% | -11.4% |
| 5Y | +16.3% | +39.6% | -23.3% | -11.8% |
| 10Y | +249.9% | +131.8% | +118.0% | +82.9% |
| All | +249.9% | +125.8% | +124.1% | +82.9% |
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