-71.6%
OPEN vs NTR
+170.5%
-242.1%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +1.5% | -4.1% | -3.2% |
| 7D | +1.0% | +3.8% | -2.9% | -0.7% |
| 30D | -11.9% | +25.2% | -37.1% | -20.7% |
| 3M | -28.8% | +21.0% | -49.8% | -35.5% |
| 6M | -38.6% | +7.6% | -46.2% | -42.0% |
| YTD | -47.3% | +32.9% | -80.2% | -55.6% |
| 1Y | -49.2% | +43.1% | -92.2% | -58.8% |
| 3Y | -18.8% | +41.6% | -60.4% | -35.4% |
| 5Y | -83.6% | +54.8% | -138.4% | -88.0% |
| All | -71.6% | +170.5% | -242.1% | -80.3% |
Cumulative growth
Daily Returns
Daily percentage return beside NTR.
Daily Out/Under-Performance
Portfolio return minus NTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NTR 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 NTR 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