-70.8%
OPEN vs NVMI
+667.1%
-737.9%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +5.5% | -4.9% | -3.1% |
| 7D | -4.3% | +6.6% | -10.9% | -8.4% |
| 30D | -16.2% | -7.5% | -8.7% | -11.9% |
| 3M | -36.4% | -28.5% | -7.9% | -23.6% |
| 6M | -35.5% | -15.7% | -19.7% | -34.3% |
| YTD | -46.0% | +13.3% | -59.3% | -56.8% |
| 1Y | -47.1% | +48.3% | -95.4% | -65.7% |
| 3Y | -19.0% | +191.2% | -210.3% | -78.0% |
| 5Y | -83.6% | +268.7% | -352.2% | -96.2% |
| All | -70.8% | +667.1% | -737.9% | -95.7% |
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