+132,969.6%
UNH vs DUK
+2,534.2%
+130,435.4%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DUK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.9% | -0.3% | -0.9% |
| 7D | -3.2% | -1.7% | -1.5% | -2.6% |
| 30D | -3.5% | -2.2% | -1.2% | -2.7% |
| 3M | -4.2% | -3.7% | -0.5% | -3.0% |
| 6M | +38.3% | -6.3% | +44.7% | +41.1% |
| YTD | +19.2% | +4.5% | +14.7% | +16.8% |
| 1Y | +15.0% | +1.8% | +13.1% | +13.6% |
| 3Y | -14.5% | +46.8% | -61.3% | -26.8% |
| 5Y | +4.6% | +40.2% | -35.7% | -9.6% |
| 10Y | +241.1% | +129.8% | +111.3% | +147.6% |
| All | +132,969.6% | +2,534.2% | +130,435.4% | +34,498.4% |
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 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