+1,322.3%
NTRA vs AVTR
+3.6%
+1,318.7%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.9% | -3.1% | -2.2% |
| 7D | +1.1% | +7.4% | -6.3% | -2.8% |
| 30D | +0.6% | +12.2% | -11.6% | -5.5% |
| 3M | +51.8% | +57.4% | -5.5% | +16.6% |
| 6M | +63.6% | +86.7% | -23.1% | +13.9% |
| YTD | +41.5% | +33.1% | +8.4% | +16.8% |
| 1Y | +93.6% | +16.1% | +77.5% | +64.0% |
| 3Y | +498.0% | -24.6% | +522.7% | +493.7% |
| 5Y | +172.5% | -63.5% | +235.9% | +356.8% |
| All | +1,322.3% | +3.6% | +1,318.7% | +838.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling