+752.3%
PLTR vs DUK
+65.4%
+687.0%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DUK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +1.3% | -3.4% | -1.4% |
| 7D | +4.7% | +1.9% | +2.8% | +5.8% |
| 30D | -16.4% | +8.9% | -25.3% | -12.5% |
| 3M | -6.2% | +5.6% | -11.7% | -3.0% |
| 6M | +29.2% | +7.0% | +22.2% | +34.9% |
| YTD | -5.5% | +14.0% | -19.5% | +1.8% |
| 1Y | -2.4% | +9.1% | -11.5% | +3.6% |
| 3Y | +752.3% | +67.6% | +684.7% | +970.6% |
| All | +752.3% | +65.4% | +687.0% | +970.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling