+50.5%
OPEN vs NXT
+181.9%
-131.4%
-90.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +1.1% | -3.7% | -3.0% |
| 7D | +1.0% | +2.9% | -1.9% | -0.1% |
| 30D | -11.9% | -17.2% | +5.3% | -5.6% |
| 3M | -28.8% | -32.0% | +3.2% | -18.9% |
| 6M | -38.6% | -15.8% | -22.8% | -37.8% |
| YTD | -47.3% | -1.9% | -45.4% | -50.6% |
| 1Y | -49.2% | +22.5% | -71.7% | -56.9% |
| 3Y | -18.8% | +100.5% | -119.3% | -49.6% |
| All | +50.5% | +181.9% | -131.4% | -35.3% |
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