+290.1%
APH vs NTRA
+484.0%
-193.9%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NTRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.2% | 0.0% | -0.9% |
| 7D | +0.2% | +1.1% | -0.8% | -0.1% |
| 30D | -3.3% | +0.6% | -4.0% | -3.5% |
| 3M | +14.0% | +51.8% | -37.8% | -0.1% |
| 6M | +24.4% | +63.6% | -39.2% | +5.8% |
| YTD | +21.4% | +41.5% | -20.1% | +7.7% |
| 1Y | +48.9% | +93.6% | -44.7% | +21.2% |
| 3Y | +290.1% | +498.0% | -207.9% | +174.4% |
| All | +290.1% | +484.0% | -193.9% | +174.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling