+5,040.7%
OFG vs SPY
+3,091.8%
+1,948.9%
-96.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.4% | +1.1% | +1.1% |
| 7D | +1.5% | +0.1% | +1.4% | +1.4% |
| 30D | +0.2% | +0.1% | +0.1% | +0.1% |
| 3M | +16.6% | +2.0% | +14.6% | +14.1% |
| 6M | +34.1% | +13.0% | +21.0% | +18.7% |
| YTD | +32.0% | +13.5% | +18.4% | +16.2% |
| 1Y | +20.1% | +20.0% | +0.1% | +0.2% |
| 3Y | +82.8% | +77.2% | +5.6% | +4.8% |
| 5Y | +154.2% | +81.9% | +72.4% | +40.7% |
| 10Y | +510.8% | +314.1% | +196.7% | +63.8% |
| All | +5,040.7% | +3,091.8% | +1,948.9% | +533.4% |
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