+87.7%
RDIV vs SPY
+71.5%
+16.3%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +2.4% | -1.3% | -0.5% |
| 7D | +1.3% | +0.1% | +1.3% | +1.2% |
| 30D | +9.0% | -3.3% | +12.3% | +11.3% |
| 3M | +0.3% | -2.4% | +2.8% | +1.8% |
| 6M | +12.2% | +2.6% | +9.7% | +9.7% |
| YTD | +23.1% | +11.2% | +11.9% | +13.4% |
| 1Y | +23.7% | +13.4% | +10.3% | +12.2% |
| 3Y | +92.8% | +79.9% | +12.9% | +23.2% |
| 5Y | +87.7% | +72.2% | +15.6% | +19.0% |
| All | +87.7% | +71.5% | +16.3% | +19.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling