-98.6%
OPAD vs SPY
+118.5%
-217.1%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.0% | +0.3% | -7.4% | -7.2% |
| 7D | -2.8% | -2.7% | -0.1% | -1.3% |
| 30D | -29.2% | -5.4% | -23.8% | -26.9% |
| 3M | -53.4% | -4.1% | -49.3% | -52.3% |
| 6M | +200.6% | +0.7% | +199.9% | +186.6% |
| YTD | +74.4% | +8.7% | +65.7% | +48.2% |
| 1Y | +19.2% | +10.9% | +8.3% | -1.3% |
| 3Y | -74.4% | +75.0% | -149.4% | -90.3% |
| 5Y | -98.2% | +67.8% | -166.0% | -99.3% |
| All | -98.6% | +118.5% | -217.1% | -99.5% |
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