+197.9%
DIVI vs SPY
+332.3%
-134.4%
-27.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.4% | +0.5% | +0.4% |
| 7D | +0.7% | +0.1% | +0.6% | +0.6% |
| 30D | +0.9% | +0.1% | +0.8% | +0.8% |
| 3M | +4.8% | +2.0% | +2.8% | +3.3% |
| 6M | +9.9% | +13.0% | -3.1% | +1.2% |
| YTD | +17.0% | +13.5% | +3.4% | +7.3% |
| 1Y | +26.6% | +20.0% | +6.7% | +11.9% |
| 3Y | +73.6% | +77.2% | -3.6% | +16.9% |
| 5Y | +91.3% | +81.9% | +9.4% | +25.3% |
| 10Y | +193.1% | +314.1% | -121.0% | +6.1% |
| All | +197.9% | +332.3% | -134.4% | +2.9% |
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