-98.9%
ATER vs SPY
+67.4%
-166.2%
-99.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.3% | +0.5% | +0.3% |
| 7D | +12.7% | -2.7% | +15.4% | +16.6% |
| 30D | +39.6% | -5.4% | +45.0% | +51.1% |
| 3M | +85.0% | -4.1% | +89.1% | +95.4% |
| 6M | -32.3% | +0.7% | -33.0% | -33.5% |
| YTD | +22.6% | +8.7% | +13.9% | +5.7% |
| 1Y | +1.8% | +10.9% | -9.1% | -14.8% |
| 3Y | -78.8% | +75.0% | -153.8% | -92.1% |
| All | -98.9% | +67.4% | -166.2% | -99.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling