+1.2%
DUK vs OPEN
-63.3%
+64.6%
-10.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.4% | +0.4% | 0.0% |
| 7D | -0.7% | -11.4% | +10.8% | -0.9% |
| 30D | -2.4% | -20.1% | +17.6% | -2.8% |
| 3M | -3.0% | -37.6% | +34.6% | -3.7% |
| 6M | -6.6% | -47.1% | +40.5% | -7.3% |
| YTD | +4.6% | -52.1% | +56.7% | +3.8% |
| 1Y | +1.2% | -73.5% | +74.7% | +0.9% |
| All | +1.2% | -63.3% | +64.6% | +0.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling