+40.1%
PYPL vs DUK
+129.4%
-89.3%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DUK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | 0.0% | +0.7% | +0.8% |
| 7D | -2.3% | -0.7% | -1.6% | -2.1% |
| 30D | -9.0% | -2.4% | -6.6% | -8.3% |
| 3M | +30.6% | -3.0% | +33.6% | +31.8% |
| 6M | +18.6% | -6.6% | +25.1% | +21.0% |
| YTD | -7.2% | +4.6% | -11.7% | -9.2% |
| 1Y | -19.3% | +1.2% | -20.5% | -20.2% |
| 3Y | -12.3% | +45.7% | -58.0% | -26.1% |
| 5Y | -80.9% | +40.3% | -121.2% | -83.9% |
| All | +40.1% | +129.4% | -89.3% | -1.6% |
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 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