-94.7%
OPEN vs NVS
+133.6%
-228.2%
-97.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.5% | 0.0% | -9.5% | -9.5% |
| 7D | -31.0% | -1.0% | -30.0% | -30.7% |
| 30D | -41.5% | +12.5% | -54.0% | -44.5% |
| 3M | -64.6% | +5.2% | -69.8% | -65.7% |
| 6M | -73.8% | +8.2% | -81.9% | -75.3% |
| YTD | -78.8% | +19.8% | -98.6% | -81.5% |
| 1Y | -86.8% | +24.8% | -111.6% | -88.8% |
| 3Y | -40.6% | +90.0% | -130.6% | -59.9% |
| 5Y | -94.7% | +134.3% | -228.9% | -96.9% |
| All | -94.7% | +133.6% | -228.2% | -96.9% |
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