-34.7%
ATLX vs SPY
+20.8%
-55.5%
-65.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.4% | +1.6% | +2.1% |
| 7D | +5.7% | +0.1% | +5.6% | +5.4% |
| 30D | +12.1% | +0.1% | +12.1% | +12.1% |
| 3M | -21.1% | +2.0% | -23.1% | -23.5% |
| 6M | -33.3% | +13.0% | -46.3% | -47.5% |
| YTD | -21.3% | +13.5% | -34.8% | -37.9% |
| 1Y | -34.7% | +20.0% | -54.7% | -60.4% |
| All | -34.7% | +20.8% | -55.5% | -60.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling