-7.8%
NVTS vs OPEN
-86.9%
+79.1%
-92.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +0.6% | +5.7% | +6.1% |
| 7D | +2.7% | -4.3% | +7.0% | +4.0% |
| 30D | -4.5% | -16.2% | +11.8% | +0.2% |
| 3M | -61.5% | -36.4% | -25.2% | -56.5% |
| 6M | +28.0% | -35.5% | +63.4% | +42.4% |
| YTD | +65.3% | -46.0% | +111.2% | +91.9% |
| 1Y | +113.0% | -47.1% | +160.1% | +125.5% |
| 3Y | +34.7% | -19.0% | +53.7% | -3.5% |
| All | -7.8% | -86.9% | +79.1% | -16.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling