+1,711.9%
NTRA vs AGI
+577.6%
+1,134.3%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -3.3% | +2.0% | -0.9% |
| 7D | -0.5% | -5.3% | +4.8% | +0.1% |
| 30D | +4.3% | +6.8% | -2.5% | +3.6% |
| 3M | +50.6% | +8.3% | +42.3% | +49.2% |
| 6M | +63.9% | -29.2% | +93.2% | +68.5% |
| YTD | +42.4% | -7.3% | +49.6% | +42.2% |
| 1Y | +92.1% | +8.0% | +84.1% | +88.7% |
| 3Y | +501.7% | +206.6% | +295.2% | +438.9% |
| 5Y | +171.4% | +398.1% | -226.7% | +135.5% |
| 10Y | +3,161.4% | +384.0% | +2,777.4% | +2,822.5% |
| All | +1,711.9% | +577.6% | +1,134.3% | +1,474.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AGI.
Daily Out/Under-Performance
Portfolio return minus AGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AGI 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 AGI 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