-83.6%
OPEN vs SPY
+11.9%
-95.5%
-86.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | -0.4% | -6.7% | -6.1% |
| 7D | -24.7% | -0.6% | -24.1% | -23.3% |
| 30D | -41.0% | -3.7% | -37.3% | -34.3% |
| 3M | -62.4% | -2.7% | -59.6% | -59.1% |
| 6M | -73.9% | +2.2% | -76.0% | -74.6% |
| YTD | -77.5% | +10.8% | -88.4% | -82.3% |
| 1Y | -83.6% | +11.2% | -94.8% | -87.1% |
| All | -83.6% | +11.9% | -95.5% | -87.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SPY.
Daily Out/Under-Performance
Portfolio return minus SPY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPY 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 SPY 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