+558.6%
QQQ vs DUK
+129.4%
+429.1%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DUK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | 0.0% | +0.8% | +0.9% |
| 7D | -0.6% | -0.7% | +0.1% | -0.4% |
| 30D | -1.2% | -2.4% | +1.2% | -0.6% |
| 3M | -0.2% | -3.0% | +2.8% | +0.3% |
| 6M | +17.9% | -6.6% | +24.5% | +19.5% |
| YTD | +16.6% | +4.6% | +12.1% | +14.3% |
| 1Y | +23.0% | +1.2% | +21.8% | +21.5% |
| 3Y | +92.9% | +45.7% | +47.3% | +65.4% |
| 5Y | +95.6% | +40.3% | +55.3% | +68.4% |
| All | +558.6% | +129.4% | +429.1% | +388.0% |
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