+484.0%
V vs DUK
+160.3%
+323.7%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DUK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.3% | 0.0% | +0.8% |
| 7D | +0.9% | +1.9% | -1.0% | +0.1% |
| 30D | +9.0% | +8.9% | +0.1% | +5.1% |
| 3M | +16.7% | +5.6% | +11.2% | +14.0% |
| 6M | +33.4% | +7.0% | +26.4% | +29.4% |
| YTD | +22.4% | +14.0% | +8.3% | +14.9% |
| 1Y | +27.7% | +9.1% | +18.6% | +22.2% |
| 3Y | +78.0% | +67.6% | +10.4% | +38.8% |
| 5Y | +108.5% | +56.6% | +51.9% | +65.0% |
| All | +484.0% | +160.3% | +323.7% | +291.6% |
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 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