+90.0%
OPTX vs SPY
+14.6%
+75.4%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.5% | +1.7% | -11.2% | -15.4% |
| 7D | -37.0% | -0.7% | -36.3% | -35.2% |
| 30D | -53.5% | -1.0% | -52.4% | -51.1% |
| 3M | -42.4% | -0.3% | -42.1% | -40.4% |
| 6M | -43.6% | +7.3% | -50.9% | -54.3% |
| YTD | +59.4% | +13.3% | +46.1% | +8.2% |
| 1Y | +90.0% | +14.8% | +75.2% | +22.5% |
| All | +90.0% | +14.6% | +75.4% | +22.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling