+21.1%
FDIV vs SPY
+78.4%
-57.3%
-18.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.5% | -0.5% | -0.8% |
| 7D | -0.3% | +0.5% | -0.8% | -0.6% |
| 30D | -1.0% | -0.9% | 0.0% | -0.4% |
| 3M | +3.1% | +3.9% | -0.8% | +0.5% |
| 6M | +0.8% | +14.5% | -13.7% | -7.9% |
| YTD | +4.2% | +12.9% | -8.7% | -4.0% |
| 1Y | +5.9% | +19.4% | -13.5% | -6.1% |
| All | +21.1% | +78.4% | -57.3% | -23.1% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling