-94.8%
SQQQ vs DUK
+39.2%
-134.1%
-97.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DUK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | 0.0% | -2.6% | -2.6% |
| 7D | +1.8% | -0.7% | +2.5% | +1.7% |
| 30D | +4.2% | -2.4% | +6.6% | +3.9% |
| 3M | -3.3% | -3.0% | -0.3% | -3.6% |
| 6M | -43.6% | -6.6% | -37.1% | -44.4% |
| YTD | -41.9% | +4.6% | -46.4% | -40.9% |
| 1Y | -50.6% | +1.2% | -51.9% | -50.4% |
| 3Y | -89.3% | +45.7% | -135.0% | -86.3% |
| All | -94.8% | +39.2% | -134.1% | -93.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling