-89.0%
OPEN vs NVT
+567.8%
-656.8%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -0.7% | -2.9% | -3.3% |
| 7D | -15.0% | +8.0% | -23.0% | -18.1% |
| 30D | -40.2% | -24.8% | -15.4% | -33.6% |
| 3M | -67.4% | -32.4% | -35.0% | -62.1% |
| 6M | -74.0% | -33.5% | -40.5% | -70.2% |
| YTD | -79.6% | +13.2% | -92.8% | -83.6% |
| 1Y | -86.1% | +9.0% | -95.1% | -88.5% |
| 3Y | -41.4% | +129.4% | -170.8% | -70.3% |
| 5Y | -94.9% | +230.1% | -324.9% | -97.9% |
| All | -89.0% | +567.8% | -656.8% | -95.4% |
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