+172.5%
NTRA vs AMBA
-53.5%
+225.9%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.9% | -2.2% | -1.5% |
| 7D | +1.1% | -6.4% | +7.5% | +2.7% |
| 30D | +0.6% | -26.8% | +27.5% | +8.9% |
| 3M | +51.8% | -7.6% | +59.5% | +50.0% |
| 6M | +63.6% | +21.2% | +42.4% | +44.3% |
| YTD | +41.5% | -10.4% | +51.9% | +34.9% |
| 1Y | +93.6% | -24.4% | +118.1% | +90.8% |
| 3Y | +498.0% | +6.0% | +492.0% | +383.5% |
| 5Y | +172.5% | -53.9% | +226.3% | +152.0% |
| All | +172.5% | -53.5% | +225.9% | +152.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AMBA.
Daily Out/Under-Performance
Portfolio return minus AMBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMBA 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 AMBA 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