-26.4%
OPTX vs SPY
+78.7%
-105.2%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -0.5% | +3.1% | +3.7% |
| 7D | +6.6% | +0.5% | +6.0% | +5.4% |
| 30D | -0.4% | -0.9% | +0.6% | +1.7% |
| 3M | -34.8% | +3.9% | -38.7% | -39.8% |
| 6M | +21.4% | +14.5% | +6.9% | -6.5% |
| YTD | +171.3% | +12.9% | +158.4% | +116.2% |
| 1Y | +343.4% | +19.4% | +324.1% | +228.0% |
| 3Y | -26.4% | +78.5% | -104.9% | -75.0% |
| All | -26.4% | +78.7% | -105.2% | -75.0% |
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