-87.4%
OPEN vs NVMI
+602.2%
-689.5%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +4.6% | -0.4% | +1.3% |
| 7D | -31.1% | +15.3% | -46.4% | -38.8% |
| 30D | -34.7% | +0.1% | -34.8% | -36.8% |
| 3M | -61.9% | -14.0% | -47.9% | -59.7% |
| 6M | -71.9% | -35.2% | -36.6% | -66.3% |
| YTD | -76.6% | +3.7% | -80.3% | -80.9% |
| 1Y | -83.9% | +10.3% | -94.2% | -87.5% |
| 3Y | -34.4% | +204.8% | -239.2% | -84.1% |
| 5Y | -93.9% | +158.9% | -252.8% | -98.3% |
| All | -87.4% | +602.2% | -689.5% | -98.1% |
Cumulative growth
Daily Returns
Daily percentage return beside NVMI.
Daily Out/Under-Performance
Portfolio return minus NVMI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVMI 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 NVMI 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