-74.0%
OPEN vs SPMO
-9.2%
-64.8%
-78.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | SPMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -1.6% | -2.1% | -2.7% |
| 7D | -15.0% | +6.3% | -21.3% | -17.8% |
| 30D | -40.2% | -8.9% | -31.3% | -36.6% |
| 3M | -67.4% | -13.2% | -54.2% | -64.3% |
| 6M | -74.0% | -9.3% | -64.7% | -73.1% |
| All | -74.0% | -9.2% | -64.8% | -73.1% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling