+177.2%
APA vs NTRA
+171.1%
+6.1%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NTRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.3% | +0.6% | -0.5% |
| 7D | +0.8% | -0.5% | +1.3% | +0.8% |
| 30D | +9.6% | +4.3% | +5.3% | +9.0% |
| 3M | +18.0% | +50.6% | -32.6% | +11.4% |
| 6M | +41.9% | +63.9% | -22.1% | +31.2% |
| YTD | +86.3% | +42.4% | +44.0% | +75.2% |
| 1Y | +97.9% | +92.1% | +5.8% | +76.9% |
| 3Y | +12.8% | +501.7% | -488.9% | -17.3% |
| 5Y | +177.2% | +171.4% | +5.8% | +131.9% |
| All | +177.2% | +171.1% | +6.1% | +131.9% |
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