+222.4%
DIVO vs SPY
+293.4%
-71.0%
-30.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.3% | -0.6% | -0.2% |
| 7D | -1.2% | -0.9% | -0.3% | -0.6% |
| 30D | +0.2% | -2.4% | +2.6% | +1.8% |
| 3M | -0.1% | -1.2% | +1.1% | +0.6% |
| 6M | +7.1% | +3.3% | +3.8% | +4.5% |
| YTD | +11.1% | +12.3% | -1.2% | +2.1% |
| 1Y | +11.3% | +12.4% | -1.2% | +2.1% |
| 3Y | +60.1% | +78.8% | -18.7% | +4.5% |
| 5Y | +66.0% | +75.2% | -9.2% | +8.8% |
| All | +222.4% | +293.4% | -71.0% | +16.4% |
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