+192.9%
NRG vs OPEN
-85.3%
+278.2%
-40.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -6.7% | +3.4% | -2.9% |
| 7D | -0.2% | -10.5% | +10.4% | +0.4% |
| 30D | -6.8% | -21.8% | +15.0% | -5.6% |
| 3M | -7.1% | -37.5% | +30.4% | -5.1% |
| 6M | -27.6% | -44.1% | +16.6% | -25.7% |
| YTD | -29.2% | -52.0% | +22.8% | -27.0% |
| 1Y | -29.9% | -52.2% | +22.3% | -29.2% |
| 3Y | +198.7% | -25.9% | +224.6% | +170.9% |
| 5Y | +192.9% | -85.1% | +278.0% | +155.0% |
| All | +192.9% | -85.3% | +278.2% | +155.0% |
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 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