+1,711.9%
NTRA vs AEE
+288.7%
+1,423.2%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.2% | 0.0% | -0.9% |
| 7D | -0.5% | -0.7% | +0.2% | -0.3% |
| 30D | +4.3% | -2.0% | +6.3% | +4.8% |
| 3M | +50.6% | -2.8% | +53.5% | +51.4% |
| 6M | +63.9% | -3.6% | +67.5% | +64.9% |
| YTD | +42.4% | +7.3% | +35.1% | +38.8% |
| 1Y | +92.1% | +8.7% | +83.4% | +86.4% |
| 3Y | +501.7% | +46.0% | +455.7% | +428.2% |
| 5Y | +171.4% | +39.8% | +131.7% | +141.0% |
| 10Y | +3,161.4% | +191.4% | +2,970.0% | +2,659.7% |
| All | +1,711.9% | +288.7% | +1,423.2% | +1,365.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling