-52.2%
OPEN vs NVT
+66.6%
-118.8%
-73.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -2.1% | -4.5% | -5.7% |
| 7D | -10.5% | +2.0% | -12.6% | -11.4% |
| 30D | -21.8% | -7.2% | -14.6% | -19.3% |
| 3M | -37.5% | -0.9% | -36.6% | -39.5% |
| 6M | -44.1% | +42.6% | -86.7% | -61.7% |
| YTD | -52.0% | +52.9% | -104.9% | -70.3% |
| 1Y | -52.2% | +64.5% | -116.7% | -71.0% |
| All | -52.2% | +66.6% | -118.8% | -71.0% |
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