-94.5%
OPENZ vs SPY
+11.2%
-105.6%
-97.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.5% | -0.4% | -6.2% | -5.5% |
| 7D | -38.6% | +2.6% | -41.2% | -47.5% |
| 30D | -61.6% | -2.0% | -59.6% | -60.9% |
| 3M | -84.6% | -2.8% | -81.9% | -83.5% |
| 6M | -92.7% | +2.1% | -94.8% | -93.1% |
| YTD | -94.6% | +11.5% | -106.1% | -96.0% |
| All | -94.5% | +11.2% | -105.6% | -95.7% |
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 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