+1.7%
TEAM vs DUK
+1.9%
-0.2%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DUK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | 0.0% | 0.0% | +0.1% |
| 7D | -5.2% | -0.7% | -4.5% | -5.6% |
| 30D | +15.8% | -2.4% | +18.2% | +13.7% |
| 3M | +101.5% | -3.0% | +104.5% | +97.6% |
| 6M | +138.2% | -6.6% | +144.7% | +129.2% |
| YTD | +10.8% | +4.6% | +6.3% | +15.4% |
| 1Y | +1.7% | +1.2% | +0.5% | +2.5% |
| All | +1.7% | +1.9% | -0.2% | +2.5% |
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