+34.2%
DIVB vs SPY
+18.8%
+15.5%
-6.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.5% | 0.0% | -0.2% |
| 7D | -2.3% | -0.4% | -2.0% | -2.1% |
| 30D | -0.1% | -1.4% | +1.3% | +0.6% |
| 3M | +11.1% | +3.7% | +7.4% | +8.8% |
| 6M | +25.1% | +13.0% | +12.1% | +16.3% |
| YTD | +28.7% | +12.4% | +16.3% | +20.0% |
| 1Y | +34.2% | +18.5% | +15.7% | +21.8% |
| All | +34.2% | +18.8% | +15.5% | +21.8% |
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