+3,493.4%
AVGO vs NTRA
+1,700.8%
+1,792.7%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NTRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -1.2% | +4.2% | +3.2% |
| 7D | -0.3% | +1.1% | -1.4% | -0.5% |
| 30D | -13.8% | +0.6% | -14.5% | -14.0% |
| 3M | -6.9% | +51.8% | -58.8% | -14.5% |
| 6M | +11.9% | +63.6% | -51.7% | +0.5% |
| YTD | +6.9% | +41.5% | -34.6% | -1.6% |
| 1Y | +7.4% | +93.6% | -86.2% | -7.1% |
| 3Y | +345.6% | +498.0% | -152.5% | +213.6% |
| 5Y | +718.9% | +172.5% | +546.4% | +514.8% |
| 10Y | +2,755.4% | +2,960.8% | -205.5% | +1,359.5% |
| All | +3,493.4% | +1,700.8% | +1,792.7% | +1,787.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling