-86.1%
OPEN vs NXT
-0.4%
-85.7%
-86.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +1.5% | -5.2% | -4.1% |
| 7D | -15.0% | -9.4% | -5.6% | -12.4% |
| 30D | -40.2% | +15.1% | -55.3% | -42.6% |
| 3M | -67.4% | -9.1% | -58.3% | -66.7% |
| 6M | -74.0% | -30.3% | -43.7% | -71.9% |
| YTD | -79.6% | +9.1% | -88.7% | -82.5% |
| 1Y | -86.1% | +7.9% | -94.0% | -88.0% |
| All | -86.1% | -0.4% | -85.7% | -88.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling