-18.6%
NRG vs OPEN
-38.6%
+20.0%
-40.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | +0.6% | +5.8% | +6.4% |
| 7D | +7.1% | -4.3% | +11.4% | +7.2% |
| 30D | -1.4% | -16.2% | +14.8% | -1.0% |
| 3M | -10.5% | -36.4% | +25.9% | -9.6% |
| 6M | -26.7% | -35.5% | +8.7% | -26.2% |
| YTD | -24.5% | -46.0% | +21.4% | -23.8% |
| 1Y | -18.6% | -47.1% | +28.6% | -15.8% |
| All | -18.6% | -38.6% | +20.0% | -15.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling