-12.8%
OPEN vs NVD
-99.1%
+86.3%
-89.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NVD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.3% | -0.6% | -0.3% |
| 7D | -11.4% | +10.8% | -22.3% | -9.5% |
| 30D | -20.1% | +0.8% | -20.8% | -19.3% |
| 3M | -37.6% | -20.8% | -16.8% | -39.4% |
| 6M | -47.1% | -41.2% | -5.9% | -50.4% |
| YTD | -52.1% | -44.2% | -7.9% | -55.3% |
| 1Y | -73.5% | -54.2% | -19.3% | -75.7% |
| 3Y | -24.4% | -99.1% | +74.7% | -67.9% |
| All | -12.8% | -99.1% | +86.3% | -62.6% |
Cumulative growth
Daily Returns
Daily percentage return beside NVD.
Daily Out/Under-Performance
Portfolio return minus NVD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVD 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 10y: compounded portfolio wealth divided by compounded NVD 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…
10y analysis · Full analysis span regression · 6 months rolling