-71.4%
OPEN vs SPMO
+11.0%
-82.3%
-81.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.8% | -0.8% | +14.6% | +14.5% |
| 7D | +3.7% | -8.9% | +12.5% | +12.7% |
| 30D | -14.3% | -13.8% | -0.5% | -1.8% |
| 3M | -51.9% | -12.5% | -39.4% | -45.6% |
| 6M | -61.4% | -1.5% | -59.9% | -65.3% |
| YTD | -66.0% | +11.3% | -77.4% | -75.7% |
| 1Y | -71.4% | +11.5% | -82.8% | -79.3% |
| All | -71.4% | +11.0% | -82.3% | -79.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SPMO.
Daily Out/Under-Performance
Portfolio return minus SPMO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPMO 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 SPMO 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