+386.2%
ATLO vs SPY
+782.7%
-396.5%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.4% | +1.6% | +1.5% |
| 7D | +3.4% | +0.1% | +3.3% | +3.4% |
| 30D | +4.4% | +0.1% | +4.3% | +4.3% |
| 3M | +12.1% | +2.0% | +10.1% | +9.9% |
| 6M | +20.8% | +13.0% | +7.8% | +9.5% |
| YTD | +44.8% | +13.5% | +31.3% | +30.7% |
| 1Y | +67.0% | +20.0% | +47.0% | +44.3% |
| 3Y | +103.3% | +77.2% | +26.1% | +29.0% |
| 5Y | +74.2% | +81.9% | -7.7% | +4.3% |
| 10Y | +79.2% | +314.1% | -234.8% | -43.9% |
| All | +386.2% | +782.7% | -396.5% | -15.1% |
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 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