-73.8%
OPENZ vs SPY
+13.2%
-87.1%
-85.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.3% | -0.4% | -6.9% | -5.5% |
| 7D | -17.7% | +0.1% | -17.9% | -18.3% |
| 30D | -29.2% | +0.1% | -29.2% | -26.8% |
| 3M | -65.8% | +2.0% | -67.8% | -65.9% |
| 6M | -68.9% | +13.0% | -81.9% | -76.8% |
| YTD | -74.4% | +13.5% | -88.0% | -81.2% |
| All | -73.8% | +13.2% | -87.1% | -79.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling