+15.6%
BGDV vs SPY
+9.8%
+5.8%
-8.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -4.4% | +0.7% | -0.5% |
| 7D | -3.3% | -4.7% | +1.5% | +0.2% |
| 30D | -1.6% | -5.9% | +4.3% | +2.8% |
| 3M | -3.2% | -4.5% | +1.4% | +0.1% |
| 6M | +1.8% | +1.8% | +0.1% | 0.0% |
| YTD | +12.2% | +8.3% | +3.8% | +4.3% |
| 1Y | +15.6% | +9.3% | +6.2% | +6.8% |
| All | +15.6% | +9.8% | +5.8% | +6.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling