-18.8%
OPEN vs SPXS
-80.2%
+61.4%
-89.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPXS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +1.6% | -4.2% | -1.2% |
| 7D | +1.0% | -1.5% | +2.5% | -0.2% |
| 30D | -11.9% | +3.7% | -15.6% | -8.8% |
| 3M | -28.8% | -9.6% | -19.2% | -32.2% |
| 6M | -38.6% | -32.4% | -6.2% | -52.0% |
| YTD | -47.3% | -28.7% | -18.7% | -56.3% |
| 1Y | -49.2% | -38.1% | -11.1% | -60.3% |
| 3Y | -18.8% | -80.1% | +61.3% | -71.1% |
| All | -18.8% | -80.2% | +61.4% | -71.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling