-22.7%
OPTX vs SPY
+83.9%
-106.5%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.5% | -1.5% | -1.4% |
| 7D | +1.1% | -0.4% | +1.4% | +1.5% |
| 30D | +0.4% | -1.4% | +1.8% | +2.0% |
| 3M | -34.6% | +3.7% | -38.3% | -36.8% |
| 6M | +6.6% | +13.0% | -6.4% | -4.6% |
| YTD | +166.1% | +12.4% | +153.7% | +140.6% |
| 1Y | +350.3% | +18.5% | +331.8% | +295.5% |
| 3Y | -27.9% | +77.6% | -105.5% | -44.7% |
| All | -22.7% | +83.9% | -106.5% | -40.8% |
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