+176.1%
NEM vs OPEN
-72.1%
+248.1%
-62.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -2.3% | +3.6% | +1.4% |
| 7D | +3.1% | -2.9% | +6.0% | +3.2% |
| 30D | +10.0% | -13.8% | +23.8% | +10.7% |
| 3M | +30.9% | -30.9% | +61.8% | +32.7% |
| 6M | +10.5% | -40.9% | +51.5% | +12.6% |
| YTD | +29.7% | -48.5% | +78.3% | +32.6% |
| 1Y | +71.1% | -50.9% | +122.0% | +73.0% |
| 3Y | +252.1% | -20.6% | +272.7% | +239.2% |
| 5Y | +157.7% | -84.2% | +241.9% | +152.2% |
| All | +176.1% | -72.1% | +248.1% | +156.6% |
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 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