+131.0%
NEM vs OPEN
-94.2%
+225.2%
-62.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +4.2% | -5.4% | -1.4% |
| 7D | +0.3% | -31.1% | +31.4% | +1.9% |
| 30D | +1.1% | -34.7% | +35.8% | +2.8% |
| 3M | +1.3% | -61.9% | +63.2% | +5.4% |
| 6M | -1.4% | -71.9% | +70.5% | +3.7% |
| YTD | +19.4% | -76.6% | +96.0% | +26.1% |
| 1Y | +32.9% | -83.9% | +116.8% | +41.9% |
| 3Y | +267.0% | -34.4% | +301.4% | +262.4% |
| 5Y | +131.0% | -93.9% | +225.0% | +147.1% |
| All | +131.0% | -94.2% | +225.2% | +147.1% |
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 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