+125.1%
DUK vs QLD
+1,636.2%
-1,511.0%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | QLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.2% | +1.0% | +0.9% |
| 7D | +0.7% | +3.0% | -2.3% | +0.4% |
| 30D | -2.0% | -1.8% | -0.2% | -1.9% |
| 3M | +0.2% | -1.8% | +2.0% | 0.0% |
| 6M | -6.9% | +36.9% | -43.8% | -10.9% |
| YTD | +6.1% | +28.7% | -22.5% | +2.1% |
| 1Y | +4.4% | +41.9% | -37.5% | -1.1% |
| 3Y | +49.1% | +184.2% | -135.1% | +23.7% |
| 5Y | +39.6% | +122.1% | -82.6% | +15.7% |
| 10Y | +125.1% | +1,646.5% | -1,521.3% | +8.4% |
| All | +125.1% | +1,636.2% | -1,511.0% | +8.4% |
Cumulative growth
Daily Returns
Daily percentage return beside QLD.
Daily Out/Under-Performance
Portfolio return minus QLD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QLD 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded QLD 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling