-85.5%
OPENW vs SPY
+13.2%
-98.7%
-89.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.5% | -0.4% | -11.2% | -9.9% |
| 7D | -21.5% | +0.1% | -21.6% | -22.1% |
| 30D | -39.7% | +0.1% | -39.8% | -39.3% |
| 3M | -76.0% | +2.0% | -78.0% | -76.6% |
| 6M | -78.5% | +13.0% | -91.5% | -83.2% |
| YTD | -82.1% | +13.5% | -95.7% | -86.3% |
| All | -85.5% | +13.2% | -98.7% | -88.4% |
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