+62.9%
ATEN vs SPY
+404.2%
-341.3%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.4% | -0.1% | -0.1% |
| 7D | -4.3% | +0.1% | -4.4% | -4.4% |
| 30D | -20.1% | +0.1% | -20.1% | -20.1% |
| 3M | -22.3% | +2.0% | -24.3% | -23.7% |
| 6M | +19.4% | +13.0% | +6.4% | +5.6% |
| YTD | +40.0% | +13.5% | +26.5% | +23.1% |
| 1Y | +39.5% | +20.0% | +19.5% | +15.8% |
| 3Y | +68.2% | +77.2% | -9.0% | -6.8% |
| 5Y | +91.1% | +81.9% | +9.2% | +4.1% |
| 10Y | +162.2% | +314.1% | -151.8% | -42.2% |
| All | +62.9% | +404.2% | -341.3% | -72.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling