+172.5%
NTRA vs ALLE
+17.0%
+155.5%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.7% | -0.6% | -0.9% |
| 7D | +1.1% | +2.8% | -1.7% | -0.1% |
| 30D | +0.6% | -7.6% | +8.3% | +4.1% |
| 3M | +51.8% | +22.8% | +29.1% | +37.5% |
| 6M | +63.6% | +4.6% | +59.0% | +59.1% |
| YTD | +41.5% | -1.2% | +42.7% | +39.3% |
| 1Y | +93.6% | -9.1% | +102.8% | +98.0% |
| 3Y | +498.0% | +50.0% | +448.1% | +348.9% |
| 5Y | +172.5% | +15.2% | +157.2% | +110.1% |
| All | +172.5% | +17.0% | +155.5% | +110.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling