-39.1%
ALTG vs SPY
+190.2%
-229.3%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.5% | +1.3% | +9.1% | +8.9% |
| 7D | -20.3% | -0.9% | -19.4% | -18.7% |
| 30D | -12.6% | -2.4% | -10.2% | -9.2% |
| 3M | -28.0% | -1.2% | -26.8% | -26.1% |
| 6M | -14.6% | +3.3% | -17.9% | -16.3% |
| YTD | +19.3% | +12.3% | +7.1% | +7.2% |
| 1Y | +13.9% | +12.4% | +1.5% | +2.4% |
| 3Y | -50.1% | +78.8% | -128.9% | -71.6% |
| 5Y | -62.9% | +75.2% | -138.1% | -78.5% |
| All | -39.1% | +190.2% | -229.3% | -74.8% |
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