+40.6%
NVDL vs OPEN
-38.6%
+79.2%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.6% | +1.0% | +1.6% |
| 7D | +11.7% | -4.3% | +15.9% | +12.0% |
| 30D | +7.8% | -16.2% | +24.1% | +9.1% |
| 3M | +3.3% | -36.4% | +39.7% | +5.9% |
| 6M | +38.9% | -35.5% | +74.3% | +42.4% |
| YTD | +28.5% | -46.0% | +74.4% | +31.8% |
| 1Y | +40.6% | -47.1% | +87.7% | +47.9% |
| All | +40.6% | -38.6% | +79.2% | +47.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling