-37.6%
SMCI vs DUK
+7.9%
-45.4%
-56.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DUK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | +2.4% | -8.1% | -3.4% |
| 7D | -17.3% | +4.9% | -22.2% | -13.4% |
| 30D | -31.5% | +13.8% | -45.3% | -23.0% |
| 3M | -6.6% | +5.2% | -11.8% | -1.1% |
| 6M | +6.0% | +3.5% | +2.6% | +13.4% |
| YTD | +1.1% | +13.5% | -12.3% | +22.1% |
| 1Y | -37.6% | +8.3% | -45.9% | -26.9% |
| All | -37.6% | +7.9% | -45.4% | -26.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling