-13.0%
PYPL vs DUK
+47.1%
-60.1%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DUK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -0.9% | +3.1% | +2.3% |
| 7D | -5.9% | -1.7% | -4.3% | -5.8% |
| 30D | -9.4% | -2.2% | -7.2% | -9.3% |
| 3M | +31.3% | -3.7% | +35.0% | +31.7% |
| 6M | +19.1% | -6.3% | +25.4% | +19.7% |
| YTD | -7.9% | +4.5% | -12.4% | -8.4% |
| 1Y | -17.9% | +1.8% | -19.7% | -18.1% |
| All | -13.0% | +47.1% | -60.1% | -27.5% |
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