+2,768.3%
NTRA vs ALLE
+212.2%
+2,556.2%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +0.8% | +1.7% | +2.1% |
| 7D | -18.2% | -0.8% | -17.4% | -17.8% |
| 30D | -19.6% | +27.4% | -47.0% | -28.3% |
| 3M | +2.3% | +13.8% | -11.6% | -4.1% |
| 6M | +60.6% | +45.5% | +15.1% | +33.4% |
| YTD | +39.6% | +21.4% | +18.2% | +24.8% |
| 1Y | +54.7% | +15.4% | +39.4% | +41.5% |
| 3Y | +584.3% | +91.7% | +492.5% | +369.2% |
| 5Y | +182.5% | +54.5% | +128.0% | +112.0% |
| 10Y | +2,768.3% | +210.5% | +2,557.8% | +1,534.0% |
| All | +2,768.3% | +212.2% | +2,556.2% | +1,534.0% |
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