-71.4%
OPEN vs NVT
+3.0%
-74.4%
-81.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.8% | -12.7% | +26.5% | +16.5% |
| 7D | +3.7% | -19.5% | +23.1% | +8.8% |
| 30D | -14.3% | -32.4% | +18.1% | -4.8% |
| 3M | -51.9% | -30.3% | -21.6% | -47.7% |
| 6M | -61.4% | -30.4% | -31.0% | -59.2% |
| YTD | -66.0% | +11.3% | -77.4% | -77.9% |
| 1Y | -71.4% | +3.6% | -75.0% | -78.8% |
| All | -71.4% | +3.0% | -74.4% | -78.8% |
Cumulative growth
Daily Returns
Daily percentage return beside NVT.
Daily Out/Under-Performance
Portfolio return minus NVT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVT 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 1y: compounded portfolio wealth divided by compounded NVT 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…
1y analysis · Full analysis span regression · 6 months rolling