+420.1%
CORZ vs NTR
+65.8%
+354.2%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.6% | +1.5% | +0.1% |
| 7D | +8.4% | +8.1% | +0.3% | +7.6% |
| 30D | -17.8% | +18.8% | -36.6% | -19.3% |
| 3M | -35.9% | +16.2% | -52.1% | -36.9% |
| 6M | +12.9% | +9.8% | +3.2% | +11.4% |
| YTD | +22.9% | +30.9% | -8.0% | +17.8% |
| 1Y | +31.4% | +41.8% | -10.4% | +24.0% |
| All | +420.1% | +65.8% | +354.2% | +350.9% |
Cumulative growth
Daily Returns
Daily percentage return beside NTR.
Daily Out/Under-Performance
Portfolio return minus NTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NTR 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 NTR 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