+87.6%
NTRA vs APD
+4.7%
+83.0%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.5% | -0.7% | -1.3% |
| 7D | -0.5% | -3.5% | +3.0% | -0.7% |
| 30D | +4.3% | -5.1% | +9.4% | +3.9% |
| 3M | +50.6% | +6.9% | +43.8% | +52.2% |
| 6M | +63.9% | +8.1% | +55.9% | +64.7% |
| YTD | +42.4% | +21.2% | +21.1% | +41.6% |
| All | +87.6% | +4.7% | +83.0% | +104.2% |
Cumulative growth
Daily Returns
Daily percentage return beside APD.
Daily Out/Under-Performance
Portfolio return minus APD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APD 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 1y: compounded portfolio wealth divided by compounded APD 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…
1y analysis · Full analysis span regression · 6 months rolling