+502.5%
NTRA vs AZO
+10.0%
+492.5%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.2% | +1.0% | +0.9% |
| 7D | +0.2% | -3.6% | +3.8% | +0.5% |
| 30D | +4.1% | -5.6% | +9.7% | +4.6% |
| 3M | +50.0% | -6.6% | +56.7% | +50.7% |
| 6M | +67.3% | -22.5% | +89.8% | +70.5% |
| YTD | +43.6% | -15.2% | +58.8% | +45.2% |
| 1Y | +89.2% | -33.9% | +123.2% | +95.9% |
| 3Y | +502.5% | +11.8% | +490.7% | +463.3% |
| All | +502.5% | +10.0% | +492.5% | +463.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AZO.
Daily Out/Under-Performance
Portfolio return minus AZO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AZO 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 AZO 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