+2,494.8%
NVDL vs OPEN
+70.7%
+2,424.0%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -6.7% | +2.0% | -3.7% |
| 7D | -8.7% | -10.5% | +1.9% | -7.2% |
| 30D | -1.3% | -21.8% | +20.5% | +2.2% |
| 3M | +11.4% | -37.5% | +48.9% | +18.3% |
| 6M | +22.9% | -44.1% | +67.0% | +32.4% |
| YTD | +15.4% | -52.0% | +67.4% | +25.6% |
| 1Y | +18.8% | -52.2% | +71.0% | +21.3% |
| 3Y | +641.4% | -25.9% | +667.3% | +464.5% |
| All | +2,494.8% | +70.7% | +2,424.0% | +1,281.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling