+950.4%
PLTR vs DUK
+47.1%
+903.3%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2023-09-10 to 2026-09-10.
| Period | Portfolio | DUK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.9% | -1.3% | -2.5% |
| 7D | -9.1% | -1.7% | -7.5% | -9.7% |
| 30D | -5.2% | -2.2% | -2.9% | -6.0% |
| 3M | +27.4% | -3.7% | +31.1% | +25.8% |
| 6M | +9.7% | -6.3% | +16.1% | +7.8% |
| YTD | -6.7% | +4.5% | -11.2% | -4.8% |
| 1Y | -0.5% | +1.8% | -2.3% | +1.0% |
| All | +950.4% | +47.1% | +903.3% | +977.6% |
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 2023-09-10 to 2026-09-10: 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…
2023-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling