+93.1%
NTRA vs AMRZ
-20.1%
+113.2%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.2% | +0.7% | +0.8% |
| 7D | +0.2% | -7.5% | +7.8% | +0.7% |
| 30D | +4.1% | -12.4% | +16.5% | +5.0% |
| 3M | +50.0% | -22.4% | +72.4% | +52.3% |
| 6M | +67.3% | -29.5% | +96.8% | +71.3% |
| YTD | +43.6% | -24.1% | +67.7% | +46.0% |
| 1Y | +89.2% | -26.3% | +115.5% | +92.4% |
| All | +93.1% | -20.1% | +113.2% | +93.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AMRZ.
Daily Out/Under-Performance
Portfolio return minus AMRZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMRZ 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 3y: compounded portfolio wealth divided by compounded AMRZ 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…
3y analysis · Full analysis span regression · 6 months rolling