+4,167.1%
SMCI vs DUK
+362.9%
+3,804.3%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DUK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.9% | -3.1% | -3.7% |
| 7D | -1.3% | -1.7% | +0.4% | -0.8% |
| 30D | +18.3% | -2.2% | +20.5% | +19.0% |
| 3M | +27.7% | -3.7% | +31.4% | +28.8% |
| 6M | +17.6% | -6.3% | +23.9% | +19.3% |
| YTD | +27.7% | +4.5% | +23.2% | +24.9% |
| 1Y | -14.9% | +1.8% | -16.7% | -16.3% |
| 3Y | +33.2% | +46.8% | -13.6% | +9.2% |
| 5Y | +921.6% | +40.2% | +881.3% | +733.0% |
| 10Y | +1,672.4% | +129.8% | +1,542.6% | +992.1% |
| All | +4,167.1% | +362.9% | +3,804.3% | +1,635.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling