-47.1%
ATHR vs SPY
+46.8%
-93.9%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.4% | -2.5% | -2.6% |
| 7D | +5.6% | +0.1% | +5.4% | +5.5% |
| 30D | -21.2% | +0.1% | -21.3% | -21.3% |
| 3M | -10.9% | +2.0% | -12.8% | -11.7% |
| 6M | -13.2% | +13.0% | -26.2% | -23.1% |
| YTD | -51.0% | +13.5% | -64.5% | -56.3% |
| 1Y | -51.2% | +20.0% | -71.2% | -55.9% |
| All | -47.1% | +46.8% | -93.9% | -55.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling