-57.4%
ATEC vs SPY
+14.6%
-72.0%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.8% | +1.7% | +9.2% | +8.6% |
| 7D | -27.7% | -0.7% | -27.0% | -26.1% |
| 30D | -22.8% | -1.0% | -21.7% | -20.9% |
| 3M | -20.0% | -0.3% | -19.7% | -18.5% |
| 6M | -19.8% | +7.3% | -27.2% | -24.2% |
| YTD | -60.6% | +13.3% | -74.0% | -64.9% |
| 1Y | -57.4% | +14.8% | -72.1% | -62.8% |
| All | -57.4% | +14.6% | -72.0% | -62.8% |
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 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