-5.8%
AYI vs SPY
+18.1%
-23.9%
-31.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.9% | 0.0% | -0.4% |
| 7D | -4.5% | -0.8% | -3.8% | -3.4% |
| 30D | -11.5% | -1.1% | -10.4% | -10.1% |
| 3M | +10.6% | +3.9% | +6.7% | +5.0% |
| 6M | +20.1% | +13.6% | +6.5% | +1.0% |
| YTD | -11.2% | +12.7% | -23.9% | -24.4% |
| 1Y | -5.8% | +17.5% | -23.3% | -26.3% |
| All | -5.8% | +18.1% | -23.9% | -26.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling