+5.8%
RILYZ vs SPY
+71.5%
-65.7%
-72.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +2.4% | 0.0% | +1.3% |
| 7D | -2.2% | +0.1% | -2.3% | -2.2% |
| 30D | -9.9% | -3.3% | -6.6% | -8.6% |
| 3M | -12.2% | -2.4% | -9.8% | -11.3% |
| 6M | -8.8% | +2.6% | -11.3% | -9.8% |
| YTD | +46.5% | +11.2% | +35.3% | +40.1% |
| 1Y | +76.9% | +13.4% | +63.5% | +67.8% |
| 3Y | +34.7% | +79.9% | -45.2% | +8.4% |
| 5Y | +5.8% | +72.2% | -66.4% | -16.6% |
| All | +5.8% | +71.5% | -65.7% | -16.6% |
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