+77.6%
DUK vs OPEN
-74.0%
+151.6%
-24.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.4% | +0.4% | 0.0% |
| 7D | -0.7% | -11.4% | +10.8% | -0.6% |
| 30D | -2.4% | -20.1% | +17.6% | -2.4% |
| 3M | -3.0% | -37.6% | +34.6% | -2.9% |
| 6M | -6.6% | -47.1% | +40.5% | -6.4% |
| YTD | +4.6% | -52.1% | +56.7% | +4.7% |
| 1Y | +1.2% | -73.5% | +74.7% | +1.6% |
| 3Y | +45.7% | -24.4% | +70.1% | +44.7% |
| 5Y | +40.3% | -85.1% | +125.4% | +33.4% |
| All | +77.6% | -74.0% | +151.6% | +64.5% |
Cumulative growth
Daily Returns
Daily percentage return beside OPEN.
Daily Out/Under-Performance
Portfolio return minus OPEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OPEN 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 10y: compounded portfolio wealth divided by compounded OPEN 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…
10y analysis · Full analysis span regression · 6 months rolling