+250.7%
TQQQ vs DUK
+47.2%
+203.6%
-58.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DUK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | 0.0% | +2.5% | +2.6% |
| 7D | -1.9% | -0.7% | -1.3% | -2.4% |
| 30D | -4.9% | -2.4% | -2.4% | -6.3% |
| 3M | -6.4% | -3.0% | -3.4% | -7.7% |
| 6M | +44.4% | -6.6% | +51.0% | +40.7% |
| YTD | +35.2% | +4.6% | +30.6% | +39.4% |
| 1Y | +49.5% | +1.2% | +48.3% | +52.6% |
| 3Y | +250.7% | +45.7% | +205.0% | +252.8% |
| All | +250.7% | +47.2% | +203.6% | +252.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling