+48.5%
AMZN vs NTRA
+172.0%
-123.5%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NTRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.9% | +1.1% | +1.7% |
| 7D | -0.7% | +0.2% | -0.9% | -0.7% |
| 30D | -3.9% | +4.1% | -8.0% | -4.9% |
| 3M | +6.3% | +50.0% | -43.7% | -4.2% |
| 6M | +20.8% | +67.3% | -46.5% | +5.1% |
| YTD | +11.2% | +43.6% | -32.3% | 0.0% |
| 1Y | +11.7% | +89.2% | -77.6% | -6.5% |
| 3Y | +79.4% | +502.5% | -423.1% | +11.9% |
| All | +48.5% | +172.0% | -123.5% | -6.4% |
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