+0.3%
AXP vs NTRA
+97.0%
-96.8%
-23.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NTRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +1.9% | -3.2% | -1.6% |
| 7D | -2.5% | +1.6% | -4.1% | -2.7% |
| 30D | -5.0% | +3.8% | -8.8% | -5.6% |
| 3M | +1.4% | +48.2% | -46.9% | -5.7% |
| 6M | +6.0% | +61.0% | -55.0% | -3.7% |
| YTD | -12.3% | +44.2% | -56.5% | -19.8% |
| 1Y | +0.3% | +87.3% | -87.0% | -11.9% |
| All | +0.3% | +97.0% | -96.8% | -11.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling