-42.8%
NVTS vs OPEN
-94.2%
+51.4%
-92.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | +4.2% | +3.2% | +6.2% |
| 7D | +7.9% | -31.1% | +39.0% | +18.6% |
| 30D | +0.8% | -34.7% | +35.5% | +11.8% |
| 3M | -26.0% | -61.9% | +35.9% | -4.4% |
| 6M | -55.5% | -71.9% | +16.3% | -38.2% |
| YTD | +41.0% | -76.6% | +117.6% | +104.5% |
| 1Y | +10.4% | -83.9% | +94.3% | +75.9% |
| 3Y | +60.9% | -34.4% | +95.2% | +17.1% |
| 5Y | -42.8% | -93.9% | +51.2% | -32.8% |
| All | -42.8% | -94.2% | +51.4% | -32.8% |
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