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  • OLB vs SPY✓SelectedUSD · SPYOLB vs SPY performance historyLatest closeAs of-5.05%09/04
Stock and ETF performance explorer

OLB vs SPY

vs
1w1mo3mo6mo1y3y5y10yallcustom
Portfolio return
-99.8%
SPY return
+594.4%
Excess return
-694.2%
Maximum drawdown
-99.9%

Performance

Returns, benchmark comparison, and relative performance.

Performance by timeframe

Returns for all.

Portfolio and benchmark returns by period
PeriodPortfolioSPYExcessAlpha
1D-5.1%-0.4%-4.7%-4.7%
7D-14.8%+0.1%-14.9%-14.9%
30D-13.8%+0.1%-13.8%-13.8%
3M-43.2%+2.0%-45.2%-44.3%
6M-60.0%+13.0%-73.0%-64.6%
YTD-57.8%+13.5%-71.4%-62.7%
1Y-75.5%+20.0%-95.4%-79.4%
3Y-96.0%+77.2%-173.2%-97.7%
5Y-99.5%+81.9%-181.4%-99.7%
10Y-99.1%+314.1%-413.2%-99.8%
All-99.8%+594.4%-694.2%-100.0%

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 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