+18.8%
NVDL vs OPEN
-63.3%
+82.1%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.4% | +0.2% | -0.1% |
| 7D | -10.3% | -11.4% | +1.1% | -8.6% |
| 30D | -7.1% | -20.1% | +12.9% | -4.0% |
| 3M | +6.6% | -37.6% | +44.2% | +13.0% |
| 6M | +21.1% | -47.1% | +68.1% | +30.8% |
| YTD | +15.2% | -52.1% | +67.4% | +24.2% |
| 1Y | +18.8% | -73.5% | +92.3% | +24.6% |
| All | +18.8% | -63.3% | +82.1% | +24.6% |
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