-81.4%
AMIX vs NTRA
+95.0%
-176.3%
-89.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NTRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.2% | +1.0% | +0.2% |
| 7D | -3.4% | +1.1% | -4.4% | -3.8% |
| 30D | -54.4% | +0.6% | -55.0% | -54.4% |
| 3M | -45.7% | +51.8% | -97.6% | -53.3% |
| 6M | -49.2% | +63.6% | -112.8% | -58.1% |
| YTD | -60.3% | +41.5% | -101.8% | -65.6% |
| 1Y | -81.4% | +93.6% | -175.0% | -85.6% |
| All | -81.4% | +95.0% | -176.3% | -85.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling