+99.0%
NTRA vs AEE
+13.9%
+85.2%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +2.5% | -1.8% | +1.2% |
| 7D | -7.9% | +4.7% | -12.6% | -7.0% |
| 30D | -8.1% | +13.4% | -21.6% | -5.9% |
| 3M | +42.1% | +4.1% | +38.0% | +44.2% |
| 6M | +84.8% | +2.0% | +82.8% | +86.1% |
| YTD | +70.7% | +15.6% | +55.1% | +76.2% |
| 1Y | +99.0% | +14.1% | +84.9% | +106.9% |
| All | +99.0% | +13.9% | +85.2% | +106.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AEE.
Daily Out/Under-Performance
Portfolio return minus AEE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEE 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 AEE 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