+153.4%
NEM vs OPEN
-84.0%
+237.4%
-62.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -2.5% | +1.8% | -0.7% |
| 7D | +3.9% | +1.0% | +2.9% | +3.8% |
| 30D | +12.7% | -11.9% | +24.6% | +13.3% |
| 3M | +28.7% | -28.8% | +57.4% | +30.2% |
| 6M | +9.8% | -38.6% | +48.4% | +11.6% |
| YTD | +28.1% | -47.3% | +75.4% | +30.7% |
| 1Y | +69.3% | -49.2% | +118.5% | +71.1% |
| 3Y | +247.7% | -18.8% | +266.4% | +237.1% |
| 5Y | +153.4% | -83.6% | +237.0% | +140.4% |
| All | +153.4% | -84.0% | +237.4% | +140.4% |
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