+1,735.1%
NTRA vs LNT
+235.3%
+1,499.7%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -1.1% | +3.0% | +2.1% |
| 7D | +1.6% | +0.2% | +1.4% | +1.5% |
| 30D | +3.8% | -0.5% | +4.3% | +3.8% |
| 3M | +48.2% | -5.5% | +53.8% | +49.9% |
| 6M | +61.0% | -3.8% | +64.8% | +62.0% |
| YTD | +44.2% | +6.8% | +37.4% | +41.5% |
| 1Y | +87.3% | +9.3% | +78.0% | +82.7% |
| 3Y | +509.4% | +47.9% | +461.5% | +445.5% |
| 5Y | +175.1% | +31.6% | +143.5% | +151.7% |
| 10Y | +3,203.1% | +150.1% | +3,053.0% | +2,682.2% |
| All | +1,735.1% | +235.3% | +1,499.7% | +1,406.2% |
Cumulative growth
Daily Returns
Daily percentage return beside LNT.
Daily Out/Under-Performance
Portfolio return minus LNT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LNT 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 LNT 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