+28.0%
NU vs OPEN
-92.3%
+120.3%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.7% | -3.6% | +15.4% | +12.3% |
| 7D | +9.9% | -15.0% | +24.9% | +12.4% |
| 30D | -11.5% | -40.2% | +28.7% | -5.6% |
| 3M | -5.1% | -67.4% | +62.3% | +10.4% |
| 6M | +3.1% | -74.0% | +77.1% | +23.0% |
| YTD | -21.0% | -79.6% | +58.6% | -3.8% |
| 1Y | -15.2% | -86.1% | +70.9% | +8.6% |
| 3Y | +56.4% | -41.4% | +97.8% | +11.5% |
| All | +28.0% | -92.3% | +120.3% | +62.4% |
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