+2,960.8%
NTRA vs MLM
+204.6%
+2,756.3%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MLM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.5% | -0.7% | -0.9% |
| 7D | +1.1% | +1.4% | -0.3% | +0.3% |
| 30D | +0.6% | -6.5% | +7.2% | +4.1% |
| 3M | +51.8% | -7.4% | +59.3% | +56.6% |
| 6M | +63.6% | -15.8% | +79.4% | +77.3% |
| YTD | +41.5% | -17.4% | +58.9% | +53.2% |
| 1Y | +93.6% | -17.9% | +111.5% | +109.5% |
| 3Y | +498.0% | +18.9% | +479.2% | +419.0% |
| 5Y | +172.5% | +43.4% | +129.0% | +111.9% |
| 10Y | +2,960.8% | +206.2% | +2,754.6% | +1,450.4% |
| All | +2,960.8% | +204.6% | +2,756.3% | +1,450.4% |
Cumulative growth
Daily Returns
Daily percentage return beside MLM.
Daily Out/Under-Performance
Portfolio return minus MLM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MLM 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 10y: compounded portfolio wealth divided by compounded MLM 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…
10y analysis · Full analysis span regression · 6 months rolling