+476.3%
ASX vs NTRA
+510.2%
-34.0%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NTRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +1.9% | +1.6% | +3.0% |
| 7D | +11.1% | +1.6% | +9.5% | +10.6% |
| 30D | +9.6% | +3.8% | +5.8% | +8.4% |
| 3M | +18.6% | +48.2% | -29.6% | +5.8% |
| 6M | +92.1% | +61.0% | +31.2% | +65.0% |
| YTD | +158.5% | +44.2% | +114.3% | +128.4% |
| 1Y | +271.9% | +87.3% | +184.6% | +200.7% |
| All | +476.3% | +510.2% | -34.0% | +240.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling