+170.5%
AXON vs NTRA
+177.1%
-6.6%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NTRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +1.9% | -5.0% | -3.6% |
| 7D | -3.3% | +1.6% | -4.9% | -3.8% |
| 30D | -17.8% | +3.8% | -21.6% | -18.7% |
| 3M | +8.3% | +48.2% | -40.0% | -3.1% |
| 6M | -12.4% | +61.0% | -73.3% | -23.5% |
| YTD | -13.7% | +44.2% | -57.9% | -22.6% |
| 1Y | -33.1% | +87.3% | -120.3% | -43.9% |
| 3Y | +128.2% | +509.4% | -381.2% | +41.0% |
| 5Y | +170.5% | +175.1% | -4.6% | +67.5% |
| All | +170.5% | +177.1% | -6.6% | +67.5% |
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