-27.3%
NRG vs OPEN
-63.3%
+36.1%
-40.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.4% | +2.0% | +1.6% |
| 7D | -4.7% | -11.4% | +6.8% | -3.8% |
| 30D | -6.0% | -20.1% | +14.1% | -4.4% |
| 3M | -8.0% | -37.6% | +29.6% | -5.2% |
| 6M | -23.2% | -47.1% | +23.9% | -20.4% |
| YTD | -28.1% | -52.1% | +24.1% | -25.2% |
| 1Y | -27.3% | -73.5% | +46.2% | -25.0% |
| All | -27.3% | -63.3% | +36.1% | -25.0% |
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