+132.1%
ATEN vs SPY
+78.0%
+54.1%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.3% | +2.4% | +6.9% | +6.9% |
| 7D | +15.1% | +0.1% | +15.0% | +15.1% |
| 30D | -8.7% | -3.3% | -5.3% | -5.3% |
| 3M | +1.0% | -2.4% | +3.5% | +3.9% |
| 6M | -2.2% | +2.6% | -4.8% | -4.1% |
| YTD | +54.1% | +11.2% | +42.8% | +39.8% |
| 1Y | +58.7% | +13.4% | +45.4% | +41.3% |
| 3Y | +132.1% | +79.9% | +52.2% | +39.4% |
| All | +132.1% | +78.0% | +54.1% | +39.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling