+125.1%
NU vs OPEN
-19.6%
+144.7%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.5% | +2.3% | -0.1% |
| 7D | +6.0% | +1.0% | +5.0% | +6.0% |
| 30D | +10.8% | -11.9% | +22.7% | +11.6% |
| 3M | +32.2% | -28.8% | +60.9% | +34.7% |
| 6M | +5.1% | -38.6% | +43.7% | +7.9% |
| YTD | -8.4% | -47.3% | +38.9% | -5.6% |
| 1Y | +0.7% | -49.2% | +49.9% | +1.8% |
| 3Y | +125.1% | -18.8% | +143.9% | +115.9% |
| All | +125.1% | -19.6% | +144.7% | +115.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling