-94.7%
OPEN vs NVT
+226.5%
-321.3%
-97.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -0.7% | -2.9% | -3.2% |
| 7D | -15.0% | +8.0% | -23.0% | -18.7% |
| 30D | -40.2% | -24.8% | -15.4% | -32.4% |
| 3M | -67.4% | -32.4% | -35.0% | -61.0% |
| 6M | -74.0% | -33.5% | -40.5% | -69.5% |
| YTD | -79.6% | +13.2% | -92.8% | -84.8% |
| 1Y | -86.1% | +9.0% | -95.1% | -89.3% |
| 3Y | -41.4% | +129.4% | -170.8% | -79.1% |
| All | -94.7% | +226.5% | -321.3% | -98.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling