+67.6%
DUK vs OPEN
-42.5%
+110.1%
-13.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -3.6% | +4.9% | +1.3% |
| 7D | +1.9% | -15.0% | +16.9% | +2.0% |
| 30D | +8.9% | -40.2% | +49.1% | +8.9% |
| 3M | +5.6% | -67.4% | +73.0% | +5.6% |
| 6M | +7.0% | -74.0% | +81.0% | +7.0% |
| YTD | +14.0% | -79.6% | +93.6% | +14.2% |
| 1Y | +9.1% | -86.1% | +95.2% | +9.4% |
| 3Y | +67.6% | -41.4% | +109.0% | +67.1% |
| All | +67.6% | -42.5% | +110.1% | +67.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling