+47.8%
OII vs SPY
+12.3%
+35.5%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +2.4% | -0.6% | -0.4% |
| 7D | -8.9% | +0.1% | -8.9% | -8.8% |
| 30D | -22.2% | -3.3% | -18.9% | -19.5% |
| 3M | -27.4% | -2.4% | -24.9% | -25.4% |
| 6M | -4.6% | +2.6% | -7.2% | -5.7% |
| YTD | +45.0% | +11.2% | +33.8% | +35.1% |
| All | +47.8% | +12.3% | +35.5% | +37.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling