+15.1%
TEAM vs DUK
+7.9%
+7.2%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DUK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +2.4% | -3.0% | +1.5% |
| 7D | -13.7% | +4.9% | -18.6% | -9.8% |
| 30D | -3.4% | +13.8% | -17.3% | +8.3% |
| 3M | +72.1% | +5.2% | +66.9% | +80.5% |
| 6M | +103.8% | +3.5% | +100.4% | +112.2% |
| YTD | +17.1% | +13.5% | +3.7% | +36.1% |
| 1Y | +15.1% | +8.3% | +6.8% | +27.3% |
| All | +15.1% | +7.9% | +7.2% | +27.3% |
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