+45.4%
NU vs OPEN
-81.9%
+127.3%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -6.7% | +6.8% | +1.1% |
| 7D | -4.2% | -10.5% | +6.3% | -2.7% |
| 30D | +10.0% | -21.8% | +31.8% | +14.0% |
| 3M | +29.3% | -37.5% | +66.8% | +37.5% |
| 6M | +0.9% | -44.1% | +45.1% | +8.4% |
| YTD | -10.3% | -52.0% | +41.7% | -2.4% |
| 1Y | -3.2% | -52.2% | +49.1% | -1.8% |
| 3Y | +120.6% | -25.9% | +146.5% | +64.3% |
| All | +45.4% | -81.9% | +127.3% | +64.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling