+56.4%
NU vs OPEN
-42.5%
+99.0%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.7% | -3.6% | +15.4% | +12.0% |
| 7D | +9.9% | -15.0% | +24.9% | +11.0% |
| 30D | -11.5% | -40.2% | +28.7% | -8.9% |
| 3M | -5.1% | -67.4% | +62.3% | +1.4% |
| 6M | +3.1% | -74.0% | +77.1% | +11.4% |
| YTD | -21.0% | -79.6% | +58.6% | -13.9% |
| 1Y | -15.2% | -86.1% | +70.9% | -5.9% |
| 3Y | +56.4% | -41.4% | +97.8% | +38.0% |
| All | +56.4% | -42.5% | +99.0% | +38.0% |
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 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