+1,727.4%
NTRA vs AZO
+328.8%
+1,398.6%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.2% | +1.0% | +0.9% |
| 7D | +0.2% | -3.6% | +3.8% | +1.5% |
| 30D | +4.1% | -5.6% | +9.7% | +6.0% |
| 3M | +50.0% | -6.6% | +56.7% | +52.7% |
| 6M | +67.3% | -22.5% | +89.8% | +81.5% |
| YTD | +43.6% | -15.2% | +58.8% | +49.7% |
| 1Y | +89.2% | -33.9% | +123.2% | +115.2% |
| 3Y | +502.5% | +11.8% | +490.7% | +445.2% |
| 5Y | +173.8% | +85.5% | +88.2% | +95.2% |
| 10Y | +3,189.3% | +298.2% | +2,891.1% | +1,711.4% |
| All | +1,727.4% | +328.8% | +1,398.6% | +745.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling