+48.9%
NVTS vs OPEN
-42.5%
+91.4%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | -3.6% | -2.7% | -5.5% |
| 7D | +3.9% | -15.0% | +18.9% | +8.2% |
| 30D | -4.3% | -40.2% | +35.9% | +6.9% |
| 3M | -34.5% | -67.4% | +32.9% | -14.9% |
| 6M | -57.7% | -74.0% | +16.3% | -42.6% |
| YTD | +25.4% | -79.6% | +104.9% | +79.2% |
| 1Y | +13.1% | -86.1% | +99.2% | +75.4% |
| 3Y | +48.9% | -41.4% | +90.3% | +32.7% |
| All | +48.9% | -42.5% | +91.4% | +32.7% |
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