+5.5%
OPAD vs SPY
+11.9%
-6.4%
-73.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.4% | -1.5% | -4.8% |
| 7D | -10.2% | -0.6% | -9.6% | -22.1% |
| 30D | -22.1% | -3.7% | -18.5% | -53.1% |
| 3M | -55.5% | -2.7% | -52.7% | -73.2% |
| 6M | +214.9% | +2.2% | +212.7% | +96.2% |
| YTD | +74.4% | +10.8% | +63.5% | -14.8% |
| 1Y | +5.5% | +11.2% | -5.7% | -48.3% |
| All | +5.5% | +11.9% | -6.4% | -48.3% |
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