-11.1%
ATER vs SPY
+14.6%
-25.8%
-74.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +1.7% | -3.6% | -4.2% |
| 7D | +7.4% | -0.7% | +8.1% | +8.4% |
| 30D | +25.8% | -1.0% | +26.8% | +27.4% |
| 3M | +58.1% | -0.3% | +58.4% | +58.7% |
| 6M | -33.9% | +7.3% | -41.2% | -38.8% |
| YTD | +14.9% | +13.3% | +1.6% | -2.6% |
| 1Y | -11.1% | +14.8% | -25.9% | -26.4% |
| All | -11.1% | +14.6% | -25.8% | -26.4% |
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 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