+306.4%
APH vs NTRA
+181.0%
+125.5%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NTRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.6% | +1.7% | -0.4% |
| 7D | -5.0% | -19.7% | +14.7% | -1.2% |
| 30D | -8.4% | -22.1% | +13.8% | -4.1% |
| 3M | -4.5% | -2.0% | -2.5% | -4.6% |
| 6M | +25.3% | +60.6% | -35.3% | +13.1% |
| YTD | +18.9% | +36.2% | -17.3% | +10.3% |
| 1Y | +11.9% | +51.0% | -39.1% | +1.9% |
| 3Y | +278.0% | +567.5% | -289.5% | +176.5% |
| 5Y | +306.4% | +191.6% | +114.9% | +211.7% |
| All | +306.4% | +181.0% | +125.5% | +211.7% |
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