-94.4%
OPENZ vs SPY
+11.2%
-105.5%
-97.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.4% | -4.0% | -3.3% |
| 7D | -37.1% | +2.6% | -39.7% | -46.3% |
| 30D | -60.7% | -2.0% | -58.7% | -60.0% |
| 3M | -84.3% | -2.8% | -81.5% | -83.1% |
| 6M | -92.5% | +2.1% | -94.6% | -92.9% |
| YTD | -94.5% | +11.5% | -106.0% | -95.9% |
| All | -94.4% | +11.2% | -105.5% | -95.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling