-74.1%
OPEN vs NVT
+802.0%
-876.1%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -2.1% | -4.5% | -5.5% |
| 7D | -10.5% | +2.0% | -12.6% | -11.6% |
| 30D | -21.8% | -7.2% | -14.6% | -19.0% |
| 3M | -37.5% | -0.9% | -36.6% | -39.0% |
| 6M | -44.1% | +42.6% | -86.7% | -57.6% |
| YTD | -52.0% | +52.9% | -104.9% | -65.3% |
| 1Y | -52.2% | +64.5% | -116.7% | -66.6% |
| 3Y | -25.9% | +178.0% | -203.9% | -64.0% |
| 5Y | -85.1% | +402.8% | -487.9% | -94.6% |
| All | -74.1% | +802.0% | -876.1% | -90.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling