-31.4%
OPEN vs NXT
+246.1%
-277.5%
-90.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -21.8% | +5.3% | -27.1% | -23.8% |
| 7D | -22.2% | +32.2% | -54.5% | -30.5% |
| 30D | -38.3% | +21.9% | -60.3% | -43.3% |
| 3M | -59.4% | +6.6% | -65.9% | -60.8% |
| 6M | -74.4% | -16.8% | -57.6% | -73.6% |
| YTD | -76.0% | +20.4% | -96.4% | -79.4% |
| 1Y | -78.7% | -1.5% | -77.1% | -80.1% |
| 3Y | -30.0% | +182.4% | -212.4% | -62.9% |
| All | -31.4% | +246.1% | -277.5% | -73.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling