+824.7%
ASX vs NTRA
+1,672.7%
-848.0%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NTRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.2% | -0.8% | -1.8% |
| 7D | +12.4% | +2.7% | +9.7% | +11.9% |
| 30D | -19.8% | -19.2% | -0.6% | -16.9% |
| 3M | -10.3% | +2.7% | -13.0% | -10.7% |
| 6M | +1.2% | +63.4% | -62.1% | -7.0% |
| YTD | +123.0% | +39.3% | +83.7% | +108.5% |
| 1Y | +145.4% | +59.0% | +86.4% | +124.3% |
| 3Y | +368.6% | +557.4% | -188.8% | +242.2% |
| 5Y | +486.0% | +177.4% | +308.7% | +351.8% |
| 10Y | +941.0% | +2,761.8% | -1,820.8% | +522.1% |
| All | +824.7% | +1,672.7% | -848.0% | +458.3% |
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