-39.5%
OPEN vs NXT
+208.8%
-248.3%
-90.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.5% | -6.9% | -2.6% | -6.9% |
| 7D | -31.0% | -6.0% | -25.0% | -29.7% |
| 30D | -41.5% | +5.4% | -46.9% | -43.0% |
| 3M | -64.6% | -9.7% | -54.9% | -63.6% |
| 6M | -73.8% | -25.3% | -48.4% | -71.8% |
| YTD | -78.8% | +7.5% | -86.3% | -81.0% |
| 1Y | -86.8% | -3.0% | -83.8% | -87.6% |
| 3Y | -40.6% | +171.4% | -212.0% | -68.3% |
| All | -39.5% | +208.8% | -248.3% | -75.1% |
Cumulative growth
Daily Returns
Daily percentage return beside NXT.
Daily Out/Under-Performance
Portfolio return minus NXT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NXT 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 10y: compounded portfolio wealth divided by compounded NXT 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…
10y analysis · Full analysis span regression · 6 months rolling