+494.4%
TEAM vs DUK
+129.4%
+365.0%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DUK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | 0.0% | 0.0% | +0.1% |
| 7D | -5.2% | -0.7% | -4.5% | -5.2% |
| 30D | +15.8% | -2.4% | +18.2% | +16.0% |
| 3M | +101.5% | -3.0% | +104.5% | +101.9% |
| 6M | +138.2% | -6.6% | +144.7% | +139.3% |
| YTD | +10.8% | +4.6% | +6.3% | +9.7% |
| 1Y | +1.7% | +1.2% | +0.5% | +1.0% |
| 3Y | -16.0% | +45.7% | -61.7% | -23.0% |
| 5Y | -52.7% | +40.3% | -93.0% | -56.5% |
| All | +494.4% | +129.4% | +365.0% | +428.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling