+43.2%
ATEX vs SPY
+1.5%
+41.7%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.5% | +0.3% | +8.2% | +7.8% |
| 7D | -18.0% | -2.7% | -15.3% | -12.1% |
| 30D | -8.4% | -5.4% | -3.0% | +5.0% |
| 3M | -25.9% | -4.1% | -21.8% | -17.3% |
| 6M | +43.2% | +0.7% | +42.5% | +42.1% |
| All | +43.2% | +1.5% | +41.7% | +42.1% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling