-59.5%
OPAD vs SPY
+80.4%
-139.9%
-94.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -0.4% | -4.5% | -5.3% |
| 7D | -6.9% | +0.1% | -7.0% | -6.9% |
| 30D | -11.1% | +0.1% | -11.1% | -11.2% |
| 3M | +454.1% | +2.0% | +452.1% | +474.4% |
| 6M | +438.1% | +13.0% | +425.0% | +373.3% |
| YTD | +238.8% | +13.5% | +225.3% | +199.6% |
| 1Y | -16.0% | +20.0% | -35.9% | -29.7% |
| All | -59.5% | +80.4% | -139.9% | -80.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling