-70.8%
OPEN vs NVT
+807.0%
-877.8%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +2.6% | -2.0% | -0.8% |
| 7D | -4.3% | +5.1% | -9.3% | -6.9% |
| 30D | -16.2% | -3.7% | -12.5% | -15.0% |
| 3M | -36.4% | -10.1% | -26.2% | -34.0% |
| 6M | -35.5% | +37.5% | -72.9% | -49.9% |
| YTD | -46.0% | +53.7% | -99.7% | -61.0% |
| 1Y | -47.1% | +70.9% | -118.0% | -63.9% |
| 3Y | -19.0% | +180.4% | -199.4% | -60.8% |
| 5Y | -83.6% | +393.5% | -477.0% | -94.1% |
| All | -70.8% | +807.0% | -877.8% | -89.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling