+1,871.2%
DGICB vs SPY
+3,059.5%
-1,188.3%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.5% | +0.5% | 0.0% |
| 7D | +4.0% | -0.4% | +4.4% | +4.1% |
| 30D | +3.1% | -1.4% | +4.5% | +3.2% |
| 3M | +30.3% | +3.7% | +26.6% | +29.9% |
| 6M | +63.2% | +13.0% | +50.2% | +61.3% |
| YTD | +43.7% | +12.4% | +31.3% | +42.1% |
| 1Y | +52.0% | +18.5% | +33.5% | +49.5% |
| 3Y | +100.8% | +77.6% | +23.1% | +90.2% |
| 5Y | +103.2% | +81.7% | +21.5% | +91.6% |
| 10Y | +60.6% | +319.7% | -259.0% | +38.6% |
| All | +1,871.2% | +3,059.5% | -1,188.3% | +1,098.8% |
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 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