+45.3%
NVTS vs OPEN
-19.6%
+64.9%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -2.5% | +4.2% | +2.3% |
| 7D | +9.7% | +1.0% | +8.7% | +9.4% |
| 30D | -13.6% | -11.9% | -1.7% | -11.0% |
| 3M | -51.0% | -28.8% | -22.2% | -47.0% |
| 6M | +46.3% | -38.6% | +84.9% | +62.9% |
| YTD | +68.1% | -47.3% | +115.4% | +93.0% |
| 1Y | +113.9% | -49.2% | +163.1% | +130.8% |
| 3Y | +45.3% | -18.8% | +64.1% | +16.0% |
| All | +45.3% | -19.6% | +64.9% | +16.0% |
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