+1,700.8%
NTRA vs STZ
+19.6%
+1,681.2%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | STZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -5.6% | +4.4% | +0.7% |
| 7D | +1.1% | -7.4% | +8.4% | +3.8% |
| 30D | +0.6% | -10.9% | +11.5% | +4.5% |
| 3M | +51.8% | -13.4% | +65.3% | +58.6% |
| 6M | +63.6% | -16.2% | +79.8% | +71.7% |
| YTD | +41.5% | -10.4% | +51.9% | +43.4% |
| 1Y | +93.6% | -14.8% | +108.4% | +99.4% |
| 3Y | +498.0% | -50.1% | +548.2% | +651.1% |
| 5Y | +172.5% | -38.8% | +211.2% | +214.0% |
| 10Y | +2,960.8% | -14.1% | +2,974.9% | +2,889.7% |
| All | +1,700.8% | +19.6% | +1,681.2% | +1,588.7% |
Cumulative growth
Daily Returns
Daily percentage return beside STZ.
Daily Out/Under-Performance
Portfolio return minus STZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STZ 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded STZ 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling