-86.6%
OPENZ vs SPY
+13.0%
-99.6%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +1.7% | +2.9% | -2.4% |
| 7D | -8.2% | -0.7% | -7.5% | -5.2% |
| 30D | -29.3% | -1.0% | -28.3% | -25.8% |
| 3M | -72.5% | -0.3% | -72.1% | -71.1% |
| 6M | -85.9% | +7.3% | -93.2% | -88.0% |
| YTD | -86.9% | +13.3% | -100.2% | -90.3% |
| All | -86.6% | +13.0% | -99.6% | -89.5% |
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