-88.9%
OPRX vs SPY
+82.3%
-171.2%
-96.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.9% | +0.7% | +0.2% |
| 7D | -7.4% | -0.8% | -6.6% | -6.2% |
| 30D | +3.6% | -1.1% | +4.6% | +5.5% |
| 3M | +38.1% | +3.9% | +34.2% | +30.9% |
| 6M | +9.3% | +13.6% | -4.3% | -9.6% |
| YTD | -40.5% | +12.7% | -53.2% | -49.8% |
| 1Y | -61.3% | +17.5% | -78.8% | -69.2% |
| 3Y | -10.2% | +76.9% | -87.1% | -59.6% |
| All | -88.9% | +82.3% | -171.2% | -94.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling