+38.3%
DUK vs QQQI
+57.7%
-19.3%
-11.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.9% | -0.8% | +0.2% |
| 7D | -0.7% | -0.3% | -0.3% | -0.7% |
| 30D | -2.4% | -0.3% | -2.2% | -2.5% |
| 3M | -3.0% | +1.3% | -4.3% | -2.6% |
| 6M | -6.6% | +11.5% | -18.0% | -4.8% |
| YTD | +4.6% | +11.3% | -6.7% | +6.6% |
| 1Y | +1.2% | +16.9% | -15.6% | +3.8% |
| All | +38.3% | +57.7% | -19.3% | +45.5% |
Cumulative growth
Daily Returns
Daily percentage return beside QQQI.
Daily Out/Under-Performance
Portfolio return minus QQQI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QQQI 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 QQQI 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