-27.3%
OPRT vs SPY
+181.1%
-208.4%
-92.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.4% | 0.0% | +0.2% |
| 7D | +1.4% | +3.3% | -1.9% | -3.2% |
| 30D | +28.2% | -2.7% | +30.9% | +34.4% |
| 3M | +56.4% | -1.7% | +58.1% | +61.9% |
| 6M | +107.8% | +3.1% | +104.7% | +100.7% |
| YTD | +122.3% | +11.9% | +110.4% | +93.2% |
| 1Y | +143.0% | +12.0% | +131.0% | +111.1% |
| 3Y | +368.5% | +78.2% | +290.3% | +122.1% |
| 5Y | -57.6% | +73.2% | -130.8% | -78.9% |
| All | -27.3% | +181.1% | -208.4% | -80.3% |
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