+323.6%
NRG vs OPEN
-71.4%
+395.1%
-40.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.5% | +3.1% | +0.6% |
| 7D | +9.3% | +1.0% | +8.3% | +9.2% |
| 30D | +1.3% | -11.9% | +13.2% | +1.9% |
| 3M | -6.0% | -28.8% | +22.8% | -4.7% |
| 6M | -22.0% | -38.6% | +16.6% | -20.6% |
| YTD | -24.1% | -47.3% | +23.2% | -22.4% |
| 1Y | -18.0% | -49.2% | +31.1% | -17.6% |
| 3Y | +220.0% | -18.8% | +238.8% | +193.3% |
| 5Y | +201.1% | -83.6% | +284.7% | +170.7% |
| All | +323.6% | -71.4% | +395.1% | +299.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling