+3.0%
DUK vs EQX
+42.9%
-40.0%
-10.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.4% | +1.4% | -1.0% |
| 7D | 0.0% | -1.4% | +1.4% | 0.0% |
| 30D | -1.7% | +24.4% | -26.1% | -1.6% |
| 3M | -0.4% | +11.6% | -12.1% | -0.2% |
| 6M | -7.2% | -25.0% | +17.7% | -6.7% |
| YTD | +5.3% | -8.4% | +13.6% | +5.9% |
| 1Y | +3.0% | +43.4% | -40.5% | +2.1% |
| All | +3.0% | +42.9% | -40.0% | +2.1% |
Cumulative growth
Daily Returns
Daily percentage return beside EQX.
Daily Out/Under-Performance
Portfolio return minus EQX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQX 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 1y: compounded portfolio wealth divided by compounded EQX 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…
1y analysis · Full analysis span regression · 6 months rolling