+292.2%
TER vs DUK
+48.4%
+243.8%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DUK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -0.7% | +3.8% | +2.8% |
| 7D | +12.4% | -0.1% | +12.5% | +12.3% |
| 30D | +5.1% | +0.2% | +4.9% | +5.3% |
| 3M | +4.0% | -1.9% | +5.8% | +3.4% |
| 6M | +29.5% | -6.5% | +36.0% | +26.7% |
| YTD | +98.5% | +5.4% | +93.0% | +103.0% |
| 1Y | +234.1% | +3.6% | +230.5% | +239.5% |
| All | +292.2% | +48.4% | +243.8% | +305.5% |
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 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