+374.9%
V vs DUK
+129.3%
+245.6%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DUK | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.9% | +0.8% | +0.3% |
| 7D | -3.0% | -1.7% | -1.4% | -2.4% |
| 30D | +1.2% | -2.2% | +3.5% | +2.2% |
| 3M | +13.9% | -3.7% | +17.6% | +15.6% |
| 6M | +17.2% | -6.3% | +23.6% | +20.1% |
| YTD | +5.3% | +4.5% | +0.8% | +2.7% |
| 1Y | +9.5% | +1.8% | +7.7% | +7.8% |
| 3Y | +51.9% | +46.8% | +5.1% | +25.4% |
| 5Y | +69.6% | +40.2% | +29.3% | +40.8% |
| All | +374.9% | +129.3% | +245.6% | +228.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling