+40.2%
DUK vs OPEN
-85.3%
+125.5%
-24.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -6.7% | +5.8% | -0.8% |
| 7D | -1.7% | -10.5% | +8.9% | -1.6% |
| 30D | -2.2% | -21.8% | +19.5% | -2.1% |
| 3M | -3.7% | -37.5% | +33.8% | -3.5% |
| 6M | -6.3% | -44.1% | +37.8% | -6.1% |
| YTD | +4.5% | -52.0% | +56.5% | +4.9% |
| 1Y | +1.8% | -52.2% | +54.0% | +1.8% |
| 3Y | +46.8% | -25.9% | +72.7% | +44.8% |
| 5Y | +40.2% | -85.1% | +125.3% | +29.0% |
| All | +40.2% | -85.3% | +125.5% | +29.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling