+16.4%
APH vs NTRA
+99.0%
-82.6%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NTRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | +0.6% | -6.8% | -6.3% |
| 7D | -2.4% | -7.9% | +5.5% | 0.0% |
| 30D | -9.5% | -8.1% | -1.3% | -7.3% |
| 3M | -7.6% | +42.1% | -49.7% | -18.3% |
| 6M | +12.4% | +84.8% | -72.4% | -11.2% |
| YTD | +17.5% | +70.7% | -53.2% | -3.8% |
| 1Y | +16.4% | +99.0% | -82.6% | -14.0% |
| All | +16.4% | +99.0% | -82.6% | -14.0% |
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