-9.4%
NVTS vs OPEN
-87.5%
+78.2%
-92.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -2.3% | -1.1% | -2.7% |
| 7D | +3.5% | -2.9% | +6.4% | +4.3% |
| 30D | -11.9% | -13.8% | +1.9% | -8.3% |
| 3M | -49.2% | -30.9% | -18.4% | -44.1% |
| 6M | +38.4% | -40.9% | +79.4% | +57.9% |
| YTD | +62.5% | -48.5% | +111.0% | +91.2% |
| 1Y | +101.4% | -50.9% | +152.3% | +118.5% |
| 3Y | +40.4% | -20.6% | +61.1% | +1.0% |
| All | -9.4% | -87.5% | +78.2% | -16.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling