+3,203.1%
NTRA vs ALLE
+146.0%
+3,057.1%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -2.8% | +4.7% | +3.2% |
| 7D | +1.6% | -2.2% | +3.7% | +2.6% |
| 30D | +3.8% | -8.3% | +12.1% | +7.9% |
| 3M | +48.2% | +16.3% | +32.0% | +36.9% |
| 6M | +61.0% | +1.8% | +59.1% | +58.3% |
| YTD | +44.2% | -3.9% | +48.1% | +44.1% |
| 1Y | +87.3% | -10.0% | +97.3% | +92.7% |
| 3Y | +509.4% | +45.8% | +463.6% | +375.4% |
| 5Y | +175.1% | +13.3% | +161.8% | +138.8% |
| 10Y | +3,203.1% | +155.3% | +3,047.8% | +1,759.7% |
| All | +3,203.1% | +146.0% | +3,057.1% | +1,759.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ALLE.
Daily Out/Under-Performance
Portfolio return minus ALLE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALLE 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 10y: compounded portfolio wealth divided by compounded ALLE 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…
10y analysis · Full analysis span regression · 6 months rolling