-16.3%
UNH vs DUK
+47.2%
-63.5%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DUK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | 0.0% | -2.4% | -2.4% |
| 7D | -4.5% | -0.7% | -3.9% | -4.5% |
| 30D | -6.5% | -2.4% | -4.1% | -6.2% |
| 3M | -6.0% | -3.0% | -3.0% | -5.6% |
| 6M | +33.7% | -6.6% | +40.2% | +34.8% |
| YTD | +16.4% | +4.6% | +11.8% | +15.3% |
| 1Y | +10.1% | +1.2% | +8.8% | +9.7% |
| 3Y | -16.3% | +45.7% | -62.0% | -21.6% |
| All | -16.3% | +47.2% | -63.5% | -21.6% |
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