-96.9%
AYTU vs SPY
+79.8%
-176.7%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.6% | -2.7% | -2.8% |
| 7D | -10.5% | -2.0% | -8.5% | -8.9% |
| 30D | -14.6% | -1.7% | -12.9% | -13.3% |
| 3M | -8.5% | +4.7% | -13.2% | -12.1% |
| 6M | -21.2% | +12.5% | -33.7% | -29.1% |
| YTD | -21.2% | +11.7% | -32.9% | -28.7% |
| 1Y | -10.1% | +17.5% | -27.6% | -22.1% |
| 3Y | +24.2% | +76.6% | -52.3% | -26.3% |
| 5Y | -96.9% | +82.0% | -178.9% | -98.1% |
| All | -96.9% | +79.8% | -176.7% | -98.1% |
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 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