+18.4%
ATRC vs SPY
+80.4%
-62.0%
-55.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.4% | -1.4% | -1.4% |
| 7D | +6.1% | +0.1% | +6.0% | +6.0% |
| 30D | +31.0% | +0.1% | +30.9% | +30.9% |
| 3M | +88.9% | +2.0% | +86.9% | +84.9% |
| 6M | +66.2% | +13.0% | +53.2% | +46.3% |
| YTD | +30.2% | +13.5% | +16.7% | +13.9% |
| 1Y | +44.5% | +20.0% | +24.5% | +19.3% |
| All | +18.4% | +80.4% | -62.0% | -43.9% |
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