-99.2%
ATER vs SPY
+189.9%
-289.1%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.0% | -0.4% | +8.3% | +8.4% |
| 7D | +16.4% | -0.6% | +17.0% | +16.5% |
| 30D | +55.5% | -3.7% | +59.2% | +61.6% |
| 3M | +97.9% | -2.7% | +100.7% | +103.0% |
| 6M | -13.6% | +2.2% | -15.8% | -15.9% |
| YTD | +36.5% | +10.8% | +25.7% | +19.9% |
| 1Y | +9.8% | +11.2% | -1.4% | -3.7% |
| 3Y | -75.4% | +76.5% | -151.9% | -87.4% |
| 5Y | -98.7% | +72.9% | -171.7% | -99.3% |
| All | -99.2% | +189.9% | -289.1% | -99.7% |
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