-50.9%
OPEN vs NXT
+18.1%
-69.0%
-71.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -3.6% | +1.3% | -1.2% |
| 7D | -2.9% | -0.2% | -2.7% | -2.9% |
| 30D | -13.8% | -20.0% | +6.2% | -7.9% |
| 3M | -30.9% | -30.9% | +0.1% | -23.7% |
| 6M | -40.9% | -23.8% | -17.1% | -38.6% |
| YTD | -48.5% | -5.4% | -43.1% | -52.1% |
| 1Y | -50.9% | +28.0% | -78.9% | -55.6% |
| All | -50.9% | +18.1% | -69.0% | -55.6% |
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