+844.0%
ASX vs NTRA
+1,694.1%
-850.1%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NTRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +1.0% | -5.0% | -4.2% |
| 7D | +22.1% | -11.2% | +33.3% | +24.1% |
| 30D | -23.8% | -18.4% | -5.4% | -21.1% |
| 3M | -7.6% | +2.2% | -9.8% | -7.9% |
| 6M | +6.9% | +58.1% | -51.2% | -1.3% |
| YTD | +127.7% | +41.0% | +86.7% | +112.4% |
| 1Y | +144.5% | +54.1% | +90.4% | +124.6% |
| 3Y | +377.8% | +590.9% | -213.1% | +246.3% |
| 5Y | +498.2% | +180.7% | +317.5% | +360.2% |
| 10Y | +962.7% | +2,796.3% | -1,833.6% | +533.7% |
| All | +844.0% | +1,694.1% | -850.1% | +468.8% |
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