-9.6%
SYK vs DUK
-4.0%
-5.6%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2026-06-11 to 2026-09-11.
| Period | Portfolio | DUK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | 0.0% | +2.0% | +2.0% |
| 7D | -9.1% | -0.7% | -8.4% | -8.8% |
| 30D | -20.6% | -2.4% | -18.2% | -19.4% |
| 3M | -9.6% | -3.0% | -6.6% | -8.4% |
| All | -9.6% | -4.0% | -5.6% | -8.4% |
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 2026-06-11 to 2026-09-11: 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…
2026-06-11 to 2026-09-11 analysis · Full analysis span regression · Available span rolling