+651.5%
ADI vs NTRA
+3,199.2%
-2,547.7%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NTRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +0.9% | +4.0% | +4.7% |
| 7D | +4.6% | +0.2% | +4.3% | +4.5% |
| 30D | -1.2% | +4.1% | -5.3% | -2.0% |
| 3M | -7.8% | +50.0% | -57.9% | -15.3% |
| 6M | +19.3% | +67.3% | -48.0% | +6.4% |
| YTD | +40.9% | +43.6% | -2.7% | +28.9% |
| 1Y | +54.5% | +89.2% | -34.8% | +33.5% |
| 3Y | +123.4% | +502.5% | -379.1% | +50.9% |
| 5Y | +142.3% | +173.8% | -31.5% | +76.3% |
| All | +651.5% | +3,199.2% | -2,547.7% | +268.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling