+175.1%
NTRA vs AVAV
+33.5%
+141.6%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -5.4% | +7.3% | +3.1% |
| 7D | +1.6% | -3.2% | +4.7% | +2.2% |
| 30D | +3.8% | -25.6% | +29.3% | +10.2% |
| 3M | +48.2% | -20.2% | +68.5% | +53.4% |
| 6M | +61.0% | -38.1% | +99.0% | +74.4% |
| YTD | +44.2% | -41.8% | +86.0% | +54.9% |
| 1Y | +87.3% | -39.0% | +126.3% | +96.0% |
| 3Y | +509.4% | +24.1% | +485.4% | +382.2% |
| 5Y | +175.1% | +53.0% | +122.1% | +84.7% |
| All | +175.1% | +33.5% | +141.6% | +84.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AVAV.
Daily Out/Under-Performance
Portfolio return minus AVAV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AVAV 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 AVAV 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