+91.7%
DUK vs EQX
+232.0%
-140.4%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.6% | -1.6% | 0.0% |
| 7D | -0.7% | -3.2% | +2.5% | -0.5% |
| 30D | -2.4% | +7.8% | -10.2% | -2.9% |
| 3M | -3.0% | +21.3% | -24.3% | -4.1% |
| 6M | -6.6% | -22.4% | +15.9% | -5.7% |
| YTD | +4.6% | -11.3% | +15.9% | +4.4% |
| 1Y | +1.2% | +13.5% | -12.3% | -0.6% |
| 3Y | +45.7% | +162.1% | -116.5% | +33.8% |
| 5Y | +40.3% | +84.2% | -43.9% | +28.3% |
| All | +91.7% | +232.0% | -140.4% | +77.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling