+2,522.5%
DUK vs EQT
+2,995.6%
-473.1%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.6% | -1.5% | -1.0% |
| 7D | -1.7% | -1.2% | -0.5% | -1.5% |
| 30D | -2.2% | +1.1% | -3.3% | -2.4% |
| 3M | -3.7% | +4.8% | -8.5% | -4.5% |
| 6M | -6.3% | -10.6% | +4.2% | -5.1% |
| YTD | +4.5% | +3.4% | +1.1% | +3.6% |
| 1Y | +1.8% | +8.7% | -6.9% | 0.0% |
| 3Y | +46.8% | +35.0% | +11.9% | +36.9% |
| 5Y | +40.2% | +204.2% | -164.0% | +10.8% |
| 10Y | +129.8% | +52.5% | +77.3% | +84.2% |
| All | +2,522.5% | +2,995.6% | -473.1% | +880.4% |
Cumulative growth
Daily Returns
Daily percentage return beside EQT.
Daily Out/Under-Performance
Portfolio return minus EQT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQT 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 all: compounded portfolio wealth divided by compounded EQT 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…
all analysis · Full analysis span regression · 6 months rolling