+60.9%
OPTX vs SPY
+78.1%
-17.2%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -0.4% | +4.5% | +5.0% |
| 7D | +45.4% | +2.6% | +42.8% | +37.8% |
| 30D | +2.5% | -2.0% | +4.4% | +9.9% |
| 3M | -19.1% | -2.8% | -16.3% | -10.7% |
| 6M | +5.0% | +2.1% | +2.9% | +5.9% |
| YTD | +147.6% | +11.5% | +136.1% | +111.1% |
| 1Y | +251.4% | +13.5% | +237.9% | +194.2% |
| 3Y | +60.9% | +77.7% | -16.8% | -19.5% |
| All | +60.9% | +78.1% | -17.2% | -19.5% |
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 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