+80.0%
RYAAY vs SPY
+322.5%
-242.5%
-62.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.9% | +0.7% | +0.7% |
| 7D | -2.8% | -0.8% | -2.1% | -2.1% |
| 30D | -9.4% | -1.1% | -8.3% | -8.4% |
| 3M | -9.4% | +3.9% | -13.3% | -12.4% |
| 6M | -15.9% | +13.6% | -29.5% | -24.6% |
| YTD | -25.0% | +12.7% | -37.7% | -32.4% |
| 1Y | -8.7% | +17.5% | -26.2% | -20.8% |
| 3Y | +43.3% | +76.9% | -33.6% | -15.5% |
| 5Y | +33.3% | +83.6% | -50.3% | -24.0% |
| All | +80.0% | +322.5% | -242.5% | -53.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling