-55.3%
ATHR vs SPY
+43.8%
-99.1%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.9% | +2.4% | +6.5% | +7.0% |
| 7D | -2.3% | +0.1% | -2.4% | -1.9% |
| 30D | -13.8% | -3.3% | -10.4% | -11.6% |
| 3M | -36.9% | -2.4% | -34.5% | -35.7% |
| 6M | -35.8% | +2.6% | -38.3% | -36.7% |
| YTD | -58.5% | +11.2% | -69.8% | -62.5% |
| 1Y | -55.3% | +13.4% | -68.7% | -59.3% |
| All | -55.3% | +43.8% | -99.1% | -61.7% |
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 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