+25.6%
OPER vs SPY
+200.4%
-174.8%
-2.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.3% | -0.3% | 0.0% |
| 7D | 0.0% | -2.7% | +2.7% | 0.0% |
| 30D | +0.3% | -5.4% | +5.7% | +0.4% |
| 3M | +1.0% | -4.1% | +5.1% | +1.0% |
| 6M | +1.9% | +0.7% | +1.2% | +1.9% |
| YTD | +3.2% | +8.7% | -5.5% | +3.2% |
| 1Y | +3.8% | +10.9% | -7.1% | +3.8% |
| 3Y | +13.8% | +75.0% | -61.2% | +13.6% |
| 5Y | +20.7% | +67.8% | -47.1% | +20.5% |
| All | +25.6% | +200.4% | -174.8% | +24.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling