+78.8%
DUK vs OPEN
-70.7%
+149.5%
-24.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.6% | -1.6% | -1.0% |
| 7D | 0.0% | -4.3% | +4.2% | 0.0% |
| 30D | -1.7% | -16.2% | +14.6% | -1.6% |
| 3M | -0.4% | -36.4% | +35.9% | -0.4% |
| 6M | -7.2% | -35.5% | +28.2% | -7.2% |
| YTD | +5.3% | -46.0% | +51.2% | +5.4% |
| 1Y | +3.0% | -47.1% | +50.1% | +2.9% |
| 3Y | +53.1% | -19.0% | +72.1% | +52.0% |
| 5Y | +37.9% | -83.6% | +121.5% | +31.1% |
| All | +78.8% | -70.7% | +149.5% | +65.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling