+651.2%
NVDL vs OPEN
-27.1%
+678.3%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -6.7% | +2.0% | -3.9% |
| 7D | -8.7% | -10.5% | +1.9% | -7.4% |
| 30D | -1.3% | -21.8% | +20.5% | +1.8% |
| 3M | +11.4% | -37.5% | +48.9% | +17.4% |
| 6M | +22.9% | -44.1% | +67.0% | +31.2% |
| YTD | +15.4% | -52.0% | +67.4% | +24.3% |
| 1Y | +18.8% | -52.2% | +71.0% | +21.3% |
| All | +651.2% | -27.1% | +678.3% | +498.7% |
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