-18.7%
OPEN vs NVT
+184.0%
-202.7%
-89.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -2.5% | +0.2% | -0.9% |
| 7D | -2.9% | +7.0% | -9.9% | -6.7% |
| 30D | -13.8% | -2.3% | -11.5% | -13.3% |
| 3M | -30.9% | -3.1% | -27.8% | -31.8% |
| 6M | -40.9% | +47.0% | -88.0% | -56.9% |
| YTD | -48.5% | +56.2% | -104.7% | -64.1% |
| 1Y | -50.9% | +74.5% | -125.4% | -67.7% |
| All | -18.7% | +184.0% | -202.7% | -67.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling