-88.5%
OPENW vs SPY
+11.4%
-99.9%
-92.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.7% | -0.6% | -11.1% | -9.2% |
| 7D | -29.7% | -2.0% | -27.7% | -23.0% |
| 30D | -41.3% | -1.7% | -39.6% | -36.4% |
| 3M | -75.0% | +4.7% | -79.7% | -77.1% |
| 6M | -83.1% | +12.5% | -95.6% | -86.4% |
| YTD | -85.8% | +11.7% | -97.5% | -88.3% |
| All | -88.5% | +11.4% | -99.9% | -90.1% |
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