-11.7%
OPRX vs SPY
+76.5%
-88.2%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | -0.5% | -5.2% | -4.9% |
| 7D | -10.8% | -0.4% | -10.5% | -10.3% |
| 30D | +4.5% | -1.4% | +5.9% | +7.1% |
| 3M | +41.4% | +3.7% | +37.7% | +34.2% |
| 6M | +4.8% | +13.0% | -8.2% | -13.0% |
| YTD | -41.5% | +12.4% | -53.9% | -50.7% |
| 1Y | -59.7% | +18.5% | -78.2% | -68.4% |
| All | -11.7% | +76.5% | -88.2% | -59.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling