+345.6%
APH vs NTRA
+171.1%
+174.5%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NTRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.3% | -0.1% | -1.1% |
| 7D | -2.2% | -0.5% | -1.8% | -2.1% |
| 30D | -4.0% | +4.3% | -8.3% | -4.8% |
| 3M | +7.7% | +50.6% | -42.9% | -1.1% |
| 6M | +17.8% | +63.9% | -46.1% | +6.1% |
| YTD | +19.2% | +42.4% | -23.2% | +10.2% |
| 1Y | +35.7% | +92.1% | -56.4% | +19.0% |
| 3Y | +282.9% | +501.7% | -218.8% | +183.6% |
| 5Y | +345.6% | +171.4% | +174.2% | +248.2% |
| All | +345.6% | +171.1% | +174.5% | +248.2% |
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