-16.1%
TEAM vs DUK
+47.1%
-63.2%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DUK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.9% | +1.9% | +0.7% |
| 7D | -7.8% | -1.7% | -6.1% | -8.3% |
| 30D | +16.5% | -2.2% | +18.8% | +15.7% |
| 3M | +96.2% | -3.7% | +99.9% | +93.6% |
| 6M | +130.2% | -6.3% | +136.5% | +126.7% |
| YTD | +10.7% | +4.5% | +6.2% | +12.2% |
| 1Y | +3.0% | +1.8% | +1.2% | +3.9% |
| All | -16.1% | +47.1% | -63.2% | -27.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling