+173.5%
NTRA vs AU
+686.2%
-512.7%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.5% | +0.3% | +0.8% |
| 7D | +0.2% | -4.3% | +4.5% | +1.1% |
| 30D | +4.1% | +7.3% | -3.2% | +2.6% |
| 3M | +50.0% | +26.3% | +23.7% | +43.3% |
| 6M | +67.3% | +1.8% | +65.5% | +64.7% |
| YTD | +43.6% | +26.8% | +16.8% | +34.7% |
| 1Y | +89.2% | +66.7% | +22.6% | +68.1% |
| 3Y | +502.5% | +579.1% | -76.5% | +283.3% |
| All | +173.5% | +686.2% | -512.7% | +56.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling