+173.5%
NTRA vs AZO
+85.8%
+87.8%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.2% | +1.0% | +0.9% |
| 7D | +0.2% | -3.6% | +3.8% | +1.0% |
| 30D | +4.1% | -5.6% | +9.7% | +5.3% |
| 3M | +50.0% | -6.6% | +56.7% | +51.8% |
| 6M | +67.3% | -22.5% | +89.8% | +76.6% |
| YTD | +43.6% | -15.2% | +58.8% | +47.5% |
| 1Y | +89.2% | -33.9% | +123.2% | +107.1% |
| 3Y | +502.5% | +11.8% | +490.7% | +444.7% |
| All | +173.5% | +85.8% | +87.8% | +93.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling