+3,059.8%
NTRA vs AU
+699.0%
+2,360.8%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.5% | +0.3% | +0.8% |
| 7D | +0.2% | -4.3% | +4.5% | +0.7% |
| 30D | +4.1% | +7.3% | -3.2% | +3.3% |
| 3M | +50.0% | +26.3% | +23.7% | +46.3% |
| 6M | +67.3% | +1.8% | +65.5% | +65.9% |
| YTD | +43.6% | +26.8% | +16.8% | +39.0% |
| 1Y | +89.2% | +66.7% | +22.6% | +78.5% |
| 3Y | +502.5% | +579.1% | -76.5% | +395.1% |
| 5Y | +173.8% | +689.3% | -515.6% | +122.6% |
| All | +3,059.8% | +699.0% | +2,360.8% | +2,807.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AU.
Daily Out/Under-Performance
Portfolio return minus AU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AU 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 10y: compounded portfolio wealth divided by compounded AU 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…
10y analysis · Full analysis span regression · 6 months rolling