+8.8%
DUK vs EQX
+6.3%
+2.5%
-13.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | 0.0% | +0.4% | +0.4% |
| 7D | +3.3% | +10.8% | -7.5% | +3.3% |
| 30D | +12.5% | -0.9% | +13.3% | +12.4% |
| 3M | +6.4% | +9.5% | -3.1% | +6.4% |
| 6M | +3.7% | -16.8% | +20.5% | +4.3% |
| YTD | +13.9% | -19.3% | +33.2% | +14.8% |
| 1Y | +8.8% | +6.9% | +1.9% | +9.7% |
| All | +8.8% | +6.3% | +2.5% | +9.7% |
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