-28.1%
OPRT vs SPY
+179.5%
-207.6%
-92.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +2.4% | +0.4% | -0.6% |
| 7D | +17.1% | +0.1% | +17.1% | +18.1% |
| 30D | +30.3% | -3.3% | +33.6% | +37.8% |
| 3M | +43.6% | -2.4% | +46.1% | +50.1% |
| 6M | +102.3% | +2.6% | +99.7% | +96.8% |
| YTD | +119.7% | +11.2% | +108.4% | +92.5% |
| 1Y | +145.4% | +13.4% | +132.0% | +109.5% |
| 3Y | +345.2% | +79.9% | +265.3% | +108.2% |
| 5Y | -56.5% | +72.2% | -128.7% | -78.2% |
| All | -28.1% | +179.5% | -207.6% | -80.4% |
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