-87.9%
ATLX vs SPY
+76.5%
-164.4%
-92.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.5% | +2.0% | +2.3% |
| 7D | +2.5% | -0.4% | +2.8% | +3.1% |
| 30D | +3.4% | -1.4% | +4.8% | +5.8% |
| 3M | -7.8% | +3.7% | -11.5% | -12.3% |
| 6M | -33.9% | +13.0% | -46.9% | -43.8% |
| YTD | -22.0% | +12.4% | -34.4% | -32.7% |
| 1Y | -35.4% | +18.5% | -54.0% | -48.1% |
| All | -87.9% | +76.5% | -164.4% | -94.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling