+1,711.9%
NTRA vs AMP
+450.3%
+1,261.5%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.3% | -1.6% | -1.4% |
| 7D | -0.5% | -2.0% | +1.6% | +0.6% |
| 30D | +4.3% | -1.7% | +6.0% | +5.1% |
| 3M | +50.6% | +23.2% | +27.4% | +34.2% |
| 6M | +63.9% | +22.2% | +41.8% | +46.3% |
| YTD | +42.4% | +14.0% | +28.4% | +30.4% |
| 1Y | +92.1% | +14.0% | +78.1% | +75.2% |
| 3Y | +501.7% | +67.0% | +434.7% | +336.5% |
| 5Y | +171.4% | +123.2% | +48.2% | +65.3% |
| 10Y | +3,161.4% | +578.5% | +2,582.9% | +924.4% |
| All | +1,711.9% | +450.3% | +1,261.5% | +477.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AMP.
Daily Out/Under-Performance
Portfolio return minus AMP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMP 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 AMP 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