+394.0%
CAH vs NTRA
+172.0%
+222.0%
-21.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NTRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.9% | -1.5% | -0.7% |
| 7D | -5.1% | +0.2% | -5.3% | -5.1% |
| 30D | +0.2% | +4.1% | -3.9% | 0.0% |
| 3M | +6.3% | +50.0% | -43.7% | +4.1% |
| 6M | +9.4% | +67.3% | -57.9% | +6.3% |
| YTD | +15.0% | +43.6% | -28.6% | +12.5% |
| 1Y | +55.4% | +89.2% | -33.8% | +50.0% |
| 3Y | +173.8% | +502.5% | -328.7% | +149.3% |
| All | +394.0% | +172.0% | +222.0% | +345.7% |
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