+2,532.4%
OHI vs SPY
+3,067.3%
-534.9%
-94.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.9% | -0.8% | -0.5% |
| 7D | +1.3% | -0.8% | +2.1% | +1.9% |
| 30D | +2.4% | -1.1% | +3.5% | +3.2% |
| 3M | +5.2% | +3.9% | +1.3% | +1.9% |
| 6M | +0.9% | +13.6% | -12.7% | -9.0% |
| YTD | +10.6% | +12.7% | -2.1% | +0.1% |
| 1Y | +17.3% | +17.5% | -0.2% | +2.6% |
| 3Y | +78.4% | +76.9% | +1.5% | +10.9% |
| 5Y | +110.5% | +83.6% | +26.9% | +24.8% |
| 10Y | +191.2% | +320.7% | -129.5% | -6.5% |
| All | +2,532.4% | +3,067.3% | -534.9% | +239.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SPY.
Daily Out/Under-Performance
Portfolio return minus SPY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPY 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 all: compounded portfolio wealth divided by compounded SPY 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…
all analysis · Full analysis span regression · 6 months rolling