+1,017.5%
AAPL vs NTRA
+1,735.1%
-717.5%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NTRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.9% | -2.2% | -0.5% |
| 7D | -3.0% | +1.6% | -4.5% | -3.2% |
| 30D | +2.3% | +3.8% | -1.5% | +1.8% |
| 3M | +8.6% | +48.2% | -39.6% | +2.5% |
| 6M | +21.6% | +61.0% | -39.4% | +12.7% |
| YTD | +16.3% | +44.2% | -27.9% | +9.2% |
| 1Y | +35.1% | +87.3% | -52.2% | +22.1% |
| 3Y | +79.4% | +509.4% | -430.1% | +35.4% |
| 5Y | +109.8% | +175.1% | -65.3% | +65.8% |
| 10Y | +1,237.1% | +3,203.1% | -1,966.0% | +673.0% |
| All | +1,017.5% | +1,735.1% | -717.5% | +567.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling