+45.7%
DUK vs SPXU
-79.9%
+125.6%
-11.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.4% | +2.5% | +0.1% |
| 7D | -0.7% | +2.5% | -3.1% | -0.7% |
| 30D | -2.4% | +4.2% | -6.6% | -2.5% |
| 3M | -3.0% | -9.3% | +6.3% | -2.9% |
| 6M | -6.6% | -30.7% | +24.1% | -6.5% |
| YTD | +4.6% | -28.1% | +32.7% | +4.6% |
| 1Y | +1.2% | -35.2% | +36.5% | +1.1% |
| 3Y | +45.7% | -79.9% | +125.6% | +32.2% |
| All | +45.7% | -79.9% | +125.6% | +32.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 SPXU 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