-55.5%
NVTS vs OPEN
-72.0%
+16.4%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | +4.2% | +3.2% | +6.2% |
| 7D | +7.9% | -31.1% | +39.0% | +18.8% |
| 30D | +0.8% | -34.7% | +35.5% | +12.5% |
| 3M | -26.0% | -61.9% | +35.9% | -2.5% |
| 6M | -55.5% | -71.9% | +16.3% | -36.3% |
| All | -55.5% | -72.0% | +16.4% | -36.3% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling