-91.0%
OPENZ vs SPY
+8.4%
-99.4%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -27.1% | +0.3% | -27.4% | -28.3% |
| 7D | -30.0% | -2.7% | -27.3% | -23.2% |
| 30D | -52.7% | -5.4% | -47.3% | -41.3% |
| 3M | -69.0% | -4.1% | -64.9% | -62.7% |
| 6M | -91.0% | +0.7% | -91.7% | -90.5% |
| YTD | -91.2% | +8.7% | -99.9% | -92.4% |
| All | -91.0% | +8.4% | -99.4% | -91.8% |
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