-49.7%
NRG vs OPEN
-72.7%
+23.0%
-54.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.5% | +13.8% | -27.3% | -14.6% |
| 7D | -13.7% | +3.7% | -17.4% | -13.9% |
| 30D | -13.6% | -14.3% | +0.7% | -12.1% |
| 3M | -28.5% | -51.9% | +23.4% | -22.7% |
| 6M | -45.8% | -61.4% | +15.6% | -40.3% |
| YTD | -46.9% | -66.0% | +19.1% | -41.4% |
| 1Y | -49.7% | -71.4% | +21.7% | -43.4% |
| All | -49.7% | -72.7% | +23.0% | -43.4% |
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 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