+105.2%
TQQQ vs DUK
+39.2%
+65.9%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DUK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | 0.0% | +2.5% | +2.6% |
| 7D | -1.9% | -0.7% | -1.3% | -1.8% |
| 30D | -4.9% | -2.4% | -2.4% | -4.6% |
| 3M | -6.4% | -3.0% | -3.4% | -6.4% |
| 6M | +44.4% | -6.6% | +51.0% | +45.3% |
| YTD | +35.2% | +4.6% | +30.6% | +31.4% |
| 1Y | +49.5% | +1.2% | +48.3% | +46.2% |
| 3Y | +250.7% | +45.7% | +205.0% | +156.1% |
| All | +105.2% | +39.2% | +65.9% | +64.9% |
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