+155.0%
BPOP vs SPY
+81.0%
+74.0%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.5% | -1.2% | -1.2% |
| 7D | -3.4% | -0.4% | -3.0% | -3.0% |
| 30D | -5.2% | -1.4% | -3.9% | -4.0% |
| 3M | +5.7% | +3.7% | +2.0% | +1.9% |
| 6M | +28.5% | +13.0% | +15.5% | +13.7% |
| YTD | +33.8% | +12.4% | +21.4% | +19.2% |
| 1Y | +35.9% | +18.5% | +17.3% | +14.9% |
| 3Y | +170.8% | +77.6% | +93.2% | +54.3% |
| 5Y | +155.0% | +81.7% | +73.4% | +44.0% |
| All | +155.0% | +81.0% | +74.0% | +44.0% |
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 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