-30.9%
OPTX vs SPY
+83.0%
-113.9%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -0.4% | +3.4% | +3.5% |
| 7D | +80.6% | +3.3% | +77.3% | +74.4% |
| 30D | -11.2% | -2.7% | -8.5% | -6.8% |
| 3M | -21.8% | -1.7% | -20.1% | -18.4% |
| 6M | -4.5% | +3.1% | -7.6% | -4.4% |
| YTD | +137.8% | +11.9% | +125.9% | +121.0% |
| 1Y | +216.3% | +12.0% | +204.3% | +196.0% |
| 3Y | +22.1% | +78.2% | -56.1% | -3.7% |
| All | -30.9% | +83.0% | -113.9% | -45.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling