+162.4%
ALL vs NTRA
+177.5%
-15.1%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NTRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.2% | +1.5% | +0.4% |
| 7D | +5.0% | +2.7% | +2.3% | +5.0% |
| 30D | +13.3% | -19.2% | +32.5% | +13.8% |
| 3M | +3.2% | +2.7% | +0.5% | +3.0% |
| 6M | +25.3% | +63.4% | -38.0% | +23.2% |
| YTD | +30.5% | +39.3% | -8.8% | +28.7% |
| 1Y | +29.2% | +59.0% | -29.8% | +26.8% |
| 3Y | +119.1% | +557.4% | -438.3% | +102.1% |
| All | +162.4% | +177.5% | -15.1% | +138.5% |
Cumulative growth
Daily Returns
Daily percentage return beside NTRA.
Daily Out/Under-Performance
Portfolio return minus NTRA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NTRA 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 NTRA 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