-84.6%
ATXG vs SPY
+78.0%
-162.6%
-89.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | +2.4% | -8.6% | -6.9% |
| 7D | -9.2% | +0.1% | -9.3% | -9.1% |
| 30D | -15.3% | -3.3% | -11.9% | -14.4% |
| 3M | -35.2% | -2.4% | -32.8% | -34.7% |
| 6M | -49.4% | +2.6% | -52.0% | -49.8% |
| YTD | -56.5% | +11.2% | -67.7% | -58.2% |
| 1Y | -62.1% | +13.4% | -75.5% | -63.8% |
| 3Y | -84.6% | +79.9% | -164.5% | -85.8% |
| All | -84.6% | +78.0% | -162.6% | -85.8% |
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