+740.1%
TEAM vs DUK
+175.3%
+564.8%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DUK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | +0.8% | -7.8% | -7.0% |
| 7D | -5.7% | +0.7% | -6.4% | -5.7% |
| 30D | +18.3% | -2.0% | +20.4% | +18.5% |
| 3M | +80.2% | +0.2% | +80.0% | +80.2% |
| 6M | +111.0% | -6.9% | +117.9% | +112.0% |
| YTD | +8.8% | +6.1% | +2.7% | +7.8% |
| 1Y | +2.2% | +4.4% | -2.3% | +1.3% |
| 3Y | -14.6% | +49.1% | -63.7% | -21.1% |
| 5Y | -53.8% | +39.6% | -93.3% | -56.9% |
| 10Y | +475.2% | +125.1% | +350.1% | +422.7% |
| All | +740.1% | +175.3% | +564.8% | +950.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling