+1,328.4%
WDC vs DUK
+47.1%
+1,281.3%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DUK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -0.9% | -3.5% | -4.9% |
| 7D | +4.4% | -1.7% | +6.1% | +3.4% |
| 30D | +5.3% | -2.2% | +7.5% | +3.9% |
| 3M | -5.9% | -3.7% | -2.2% | -7.3% |
| 6M | +73.2% | -6.3% | +79.6% | +69.4% |
| YTD | +167.8% | +4.5% | +163.3% | +173.5% |
| 1Y | +386.0% | +1.8% | +384.2% | +392.7% |
| All | +1,328.4% | +47.1% | +1,281.3% | +1,448.1% |
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