+531.1%
PLTR vs DUK
+38.3%
+492.8%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DUK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.9% | -1.3% | -2.3% |
| 7D | -9.1% | -1.7% | -7.5% | -9.4% |
| 30D | -5.2% | -2.2% | -2.9% | -5.6% |
| 3M | +27.4% | -3.7% | +31.1% | +26.5% |
| 6M | +9.7% | -6.3% | +16.1% | +8.8% |
| YTD | -6.7% | +4.5% | -11.2% | -5.9% |
| 1Y | -0.5% | +1.8% | -2.3% | +0.1% |
| 3Y | +996.2% | +46.8% | +949.4% | +1,011.9% |
| 5Y | +531.1% | +40.2% | +490.9% | +560.2% |
| All | +531.1% | +38.3% | +492.8% | +560.2% |
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