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Fraser Atkinson

EQS
DIRECTOR · EQUUS TOTAL RETURN, INC. · CIK 0001492886
FILING MIX · LIFETIME100%/0%
BUYS
5
SELLS
0
TOTAL VALUE
$45.8K
COMPANIES
1
ACTIVE SINCE
Apr 2021
HOLDINGS NOW
45,591
AVG SELL PX
TRADE KIND
SHOWING 5 / 5
Trades · vs SPY
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Performance · forward returns vs SPY
5 backtested trades · 8 horizons
Forward-return performance of every backtestable P/S trade by Fraser Atkinson, measured at 8 horizons from 7 days to 2 years. Deduped per economic event so co-filings count once. Excess return = trade return minus SPY return over the same window.
HORIZONTRADESWIN RATEINSIDER RETURNSPY RETURNMEAN EXCESSMEDIAN EXCESST-STAT
7d5+20.00%-0.63%-0.16%-0.46%-0.59%
14d5+40.00%-0.21%-0.93%+0.72%+0.77%
30d5+0.00%-1.46%+0.40%-1.85%-2.07%
60d5+100.00%+2.50%+2.34%+0.16%+0.61%
90d5+100.00%+27.68%+5.42%+22.26%+22.17%
180d5+100.00%+15.82%+9.48%+6.34%+6.82%
1y5+100.00%+28.82%+1.80%+27.02%+26.36%
2y5+0.00%-17.79%+1.65%-19.45%-19.64%
How to read this: Insider Returnis the average raw return of the filer's trades over the horizon. SPY Return is what SPY did over those same windows — reference only, not a comparison. The headline alpha number is Mean Excess = Insider − SPY; green means the filer beat SPY, red means they trailed it. Win rate is the share of individual trades where the filer beat SPY. T-statvalues above 2 mean the alpha is unlikely to be chance given the sample size. "Pending" counts trades where the horizon hasn't elapsed yet; their stats are not included in the row average.
Holdings over time
EQS · 45,591 shares · as of Apr 29, 2021
011,39822,79634,19345,591SHARES HELD
Trading cadence · quarterly flow
BUY SELL
2021
FLOW · 5 buys / 0 sellsCOVERAGE · 1 quarters
Form 4 filings · all activity
COMPANYTYPESHARESPRICEVALUEHELD AFTERTRADE DATEFILED
EQS
EQUUS TOTAL RETURN, INC.
PURCHASE
4,034$1.89$7.6K45,591Apr 29, 2021Apr 30, 2021
EQS
EQUUS TOTAL RETURN, INC.
PURCHASE
700$1.89$1.3K41,557Apr 28, 2021Apr 30, 2021
EQS
EQUUS TOTAL RETURN, INC.
PURCHASE
100$1.90$19040,857Apr 27, 2021Apr 30, 2021
EQS
EQUUS TOTAL RETURN, INC.
PURCHASE
1,352$1.90$2.6K40,757Apr 26, 2021Apr 30, 2021
EQS
EQUUS TOTAL RETURN, INC.
PURCHASE
18,016$1.89$34.1K39,405Apr 23, 2021Apr 30, 2021
Other insiders · EQS
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About this filer
CIK 0001492886
ROLE
Director
PRIMARY
EQS
COMPANIES
1
ACTIVE SINCE
Apr 2021
MARKETPEEL · /INSIDER/0001492886DATA · SEC EDGAR · FORM 4 · CONSOLIDATED TAPE
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