-26.2%
UBER vs DUK
+7.9%
-34.1%
-31.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DUK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +2.4% | +2.5% | +4.9% |
| 7D | +7.0% | +4.9% | +2.2% | +7.1% |
| 30D | +0.6% | +13.8% | -13.3% | +1.2% |
| 3M | -2.9% | +5.2% | -8.1% | -3.0% |
| 6M | -5.5% | +3.5% | -9.0% | -5.3% |
| YTD | -14.5% | +13.5% | -27.9% | -15.1% |
| 1Y | -26.2% | +8.3% | -34.5% | -26.0% |
| All | -26.2% | +7.9% | -34.1% | -26.0% |
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