-74.1%
OPEN vs SPMO
+261.6%
-335.7%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -1.8% | -4.8% | -3.8% |
| 7D | -10.5% | +0.1% | -10.6% | -10.6% |
| 30D | -21.8% | -0.7% | -21.1% | -21.0% |
| 3M | -37.5% | +2.8% | -40.3% | -42.6% |
| 6M | -44.1% | +24.4% | -68.5% | -64.1% |
| YTD | -52.0% | +24.2% | -76.2% | -68.9% |
| 1Y | -52.2% | +24.5% | -76.7% | -68.7% |
| 3Y | -25.9% | +155.6% | -181.5% | -88.0% |
| 5Y | -85.1% | +148.2% | -233.3% | -97.3% |
| All | -74.1% | +261.6% | -335.7% | -96.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling