+1,723.2%
NTRA vs AMBA
-40.0%
+1,763.3%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.8% | +0.9% | +0.4% |
| 7D | +0.6% | -11.0% | +11.5% | +4.0% |
| 30D | +19.5% | -23.2% | +42.7% | +28.9% |
| 3M | +47.8% | -12.7% | +60.5% | +47.7% |
| 6M | +61.6% | +11.2% | +50.4% | +45.7% |
| YTD | +43.3% | -11.2% | +54.5% | +36.7% |
| 1Y | +97.0% | -22.5% | +119.6% | +92.4% |
| 3Y | +424.9% | -1.3% | +426.2% | +335.5% |
| 5Y | +165.2% | -54.2% | +219.3% | +155.3% |
| 10Y | +3,114.3% | -6.1% | +3,120.4% | +2,032.9% |
| All | +1,723.2% | -40.0% | +1,763.3% | +1,237.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling