+502.5%
NTRA vs AVTR
-27.0%
+529.5%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.5% | +1.3% | +1.0% |
| 7D | +0.2% | -1.1% | +1.3% | +0.5% |
| 30D | +4.1% | +6.3% | -2.2% | +2.4% |
| 3M | +50.0% | +53.3% | -3.3% | +33.8% |
| 6M | +67.3% | +78.6% | -11.3% | +43.5% |
| YTD | +43.6% | +29.2% | +14.3% | +31.4% |
| 1Y | +89.2% | +13.8% | +75.4% | +74.6% |
| 3Y | +502.5% | -27.4% | +530.0% | +486.8% |
| All | +502.5% | -27.0% | +529.5% | +486.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AVTR.
Daily Out/Under-Performance
Portfolio return minus AVTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AVTR 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 AVTR 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