-84.2%
OPEN vs NVT
+420.2%
-504.3%
-97.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -2.5% | +0.2% | -0.6% |
| 7D | -2.9% | +7.0% | -9.9% | -7.4% |
| 30D | -13.8% | -2.3% | -11.5% | -13.3% |
| 3M | -30.9% | -3.1% | -27.8% | -32.1% |
| 6M | -40.9% | +47.0% | -88.0% | -58.9% |
| YTD | -48.5% | +56.2% | -104.7% | -66.0% |
| 1Y | -50.9% | +74.5% | -125.4% | -70.0% |
| 3Y | -20.6% | +184.0% | -204.7% | -70.5% |
| 5Y | -84.2% | +410.8% | -494.9% | -96.6% |
| All | -84.2% | +420.2% | -504.3% | -96.6% |
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