+185.9%
DIVI vs SPY
+324.5%
-138.6%
-27.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.4% | +0.6% | +0.5% |
| 7D | +2.2% | +2.6% | -0.4% | +0.4% |
| 30D | +1.2% | -2.0% | +3.1% | +2.5% |
| 3M | -4.1% | -2.8% | -1.3% | -2.2% |
| 6M | +1.4% | +2.1% | -0.7% | -0.1% |
| YTD | +12.3% | +11.5% | +0.8% | +4.3% |
| 1Y | +15.5% | +13.5% | +2.0% | +6.0% |
| 3Y | +70.5% | +77.7% | -7.2% | +14.6% |
| 5Y | +83.0% | +72.6% | +10.4% | +24.2% |
| 10Y | +191.9% | +308.2% | -116.3% | +6.5% |
| All | +185.9% | +324.5% | -138.6% | 0.0% |
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