+479.4%
ASX vs NTRA
+177.1%
+302.3%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NTRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +1.9% | +1.6% | +3.1% |
| 7D | +11.1% | +1.6% | +9.5% | +10.7% |
| 30D | +9.6% | +3.8% | +5.8% | +8.7% |
| 3M | +18.6% | +48.2% | -29.6% | +8.1% |
| 6M | +92.1% | +61.0% | +31.2% | +70.2% |
| YTD | +158.5% | +44.2% | +114.3% | +133.9% |
| 1Y | +271.9% | +87.3% | +184.6% | +216.3% |
| 3Y | +465.2% | +509.4% | -44.2% | +273.0% |
| 5Y | +479.4% | +175.1% | +304.3% | +321.1% |
| All | +479.4% | +177.1% | +302.3% | +321.1% |
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