+111.3%
OPRX vs SPY
+322.5%
-211.1%
-96.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-11 to 2026-09-11.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.9% | +0.7% | +0.5% |
| 7D | -7.4% | -0.8% | -6.6% | -6.5% |
| 30D | +3.6% | -1.1% | +4.6% | +5.1% |
| 3M | +38.1% | +3.9% | +34.2% | +32.5% |
| 6M | +9.3% | +13.6% | -4.3% | -5.8% |
| YTD | -40.5% | +12.7% | -53.2% | -47.9% |
| 1Y | -61.3% | +17.5% | -78.8% | -67.6% |
| 3Y | -10.2% | +76.9% | -87.1% | -51.5% |
| 5Y | -89.4% | +83.6% | -173.0% | -94.3% |
| All | +111.3% | +322.5% | -211.1% | -18.6% |
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 2016-09-11 to 2026-09-11: 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…
2016-09-11 to 2026-09-11 analysis · Full analysis span regression · 6 months rolling