+1,346.4%
MU vs NTRA
+177.1%
+1,169.2%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NTRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +1.9% | +0.8% | +2.3% |
| 7D | +7.5% | +1.6% | +5.9% | +7.1% |
| 30D | +19.4% | +3.8% | +15.6% | +18.3% |
| 3M | +9.8% | +48.2% | -38.4% | -0.9% |
| 6M | +164.1% | +61.0% | +103.2% | +130.0% |
| YTD | +260.3% | +44.2% | +216.1% | +222.1% |
| 1Y | +661.2% | +87.3% | +573.9% | +534.4% |
| 3Y | +1,380.8% | +509.4% | +871.4% | +850.9% |
| 5Y | +1,346.4% | +175.1% | +1,171.3% | +896.3% |
| All | +1,346.4% | +177.1% | +1,169.2% | +896.3% |
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