-84.2%
OPEN vs NVS
+89.9%
-174.1%
-97.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.2% | -2.1% | -2.2% |
| 7D | -2.9% | -15.4% | +12.5% | +4.2% |
| 30D | -13.8% | -12.3% | -1.5% | -9.2% |
| 3M | -30.9% | -7.8% | -23.1% | -29.6% |
| 6M | -40.9% | -13.0% | -28.0% | -38.0% |
| YTD | -48.5% | +2.8% | -51.3% | -51.7% |
| 1Y | -50.9% | +10.6% | -61.5% | -55.8% |
| 3Y | -20.6% | +55.1% | -75.7% | -39.8% |
| 5Y | -84.2% | +91.7% | -175.8% | -89.9% |
| All | -84.2% | +89.9% | -174.1% | -89.9% |
Cumulative growth
Daily Returns
Daily percentage return beside NVS.
Daily Out/Under-Performance
Portfolio return minus NVS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVS 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 5y: compounded portfolio wealth divided by compounded NVS 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…
5y analysis · Full analysis span regression · 6 months rolling