-74.2%
OPEN vs SPXS
-96.3%
+22.2%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.4% | +2.1% | -2.4% |
| 7D | -11.4% | +2.5% | -13.9% | -9.4% |
| 30D | -20.1% | +4.2% | -24.3% | -16.6% |
| 3M | -37.6% | -9.3% | -28.3% | -40.5% |
| 6M | -47.1% | -30.7% | -16.4% | -58.4% |
| YTD | -52.1% | -28.1% | -24.1% | -60.5% |
| 1Y | -73.5% | -35.1% | -38.4% | -79.1% |
| 3Y | -24.4% | -79.6% | +55.2% | -69.5% |
| 5Y | -85.1% | -86.3% | +1.2% | -92.4% |
| All | -74.2% | -96.3% | +22.2% | -91.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXS.
Daily Out/Under-Performance
Portfolio return minus SPXS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXS 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 SPXS 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