+875.7%
ASX vs NTRA
+1,723.2%
-847.5%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NTRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.2% | +0.1% | +0.2% |
| 7D | -0.7% | +0.6% | -1.3% | -0.8% |
| 30D | +2.0% | +19.5% | -17.5% | -1.4% |
| 3M | -1.3% | +47.8% | -49.1% | -7.8% |
| 6M | +71.4% | +61.6% | +9.8% | +56.8% |
| YTD | +135.3% | +43.3% | +92.1% | +119.0% |
| 1Y | +267.5% | +97.0% | +170.4% | +224.1% |
| 3Y | +388.5% | +424.9% | -36.4% | +266.6% |
| 5Y | +417.1% | +165.2% | +251.9% | +300.0% |
| 10Y | +872.7% | +3,114.3% | -2,241.6% | +474.2% |
| All | +875.7% | +1,723.2% | -847.5% | +486.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling