-8.8%
SMCI vs DUK
+1.9%
-10.6%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DUK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | 0.0% | +7.2% | +7.3% |
| 7D | +1.3% | -0.7% | +2.0% | +0.7% |
| 30D | +6.6% | -2.4% | +9.1% | +4.6% |
| 3M | +25.4% | -3.0% | +28.4% | +23.2% |
| 6M | +26.1% | -6.6% | +32.7% | +23.3% |
| YTD | +37.0% | +4.6% | +32.4% | +50.3% |
| 1Y | -8.8% | +1.2% | -10.0% | +1.7% |
| All | -8.8% | +1.9% | -10.6% | +1.7% |
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