+127.8%
AAPL vs NTRA
+172.0%
-44.2%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NTRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.9% | +0.9% | +1.6% |
| 7D | +3.8% | +0.2% | +3.6% | +3.8% |
| 30D | +9.9% | +4.1% | +5.8% | +9.3% |
| 3M | +12.5% | +50.0% | -37.5% | +6.1% |
| 6M | +27.6% | +67.3% | -39.7% | +17.8% |
| YTD | +22.6% | +43.6% | -21.0% | +15.2% |
| 1Y | +45.0% | +89.2% | -44.3% | +30.7% |
| 3Y | +87.8% | +502.5% | -414.8% | +42.2% |
| All | +127.8% | +172.0% | -44.2% | +78.3% |
Cumulative growth
Daily Returns
Daily percentage return beside NTRA.
Daily Out/Under-Performance
Portfolio return minus NTRA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NTRA 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 5y: compounded portfolio wealth divided by compounded NTRA 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…
5y analysis · Full analysis span regression · 6 months rolling