-30.0%
OPFI vs SPY
+21.3%
-51.3%
-46.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.0% | +0.1% | -0.3% |
| 7D | +2.4% | +0.3% | +2.1% | +2.0% |
| 30D | -25.4% | +0.2% | -25.6% | -25.5% |
| 3M | -8.5% | +2.8% | -11.3% | -11.3% |
| 6M | -19.7% | +14.3% | -34.0% | -32.7% |
| YTD | -30.0% | +14.0% | -44.0% | -41.1% |
| All | -30.0% | +21.3% | -51.3% | -37.5% |
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