+106.3%
DAL vs NTRA
+164.5%
-58.2%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NTRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.2% | -0.3% | -1.3% |
| 7D | +3.4% | +1.1% | +2.3% | +3.2% |
| 30D | -13.6% | +0.6% | -14.2% | -13.7% |
| 3M | +1.2% | +51.8% | -50.6% | -7.9% |
| 6M | +34.5% | +63.6% | -29.1% | +19.8% |
| YTD | +14.7% | +41.5% | -26.8% | +5.0% |
| 1Y | +29.2% | +93.6% | -64.4% | +10.8% |
| 3Y | +100.0% | +498.0% | -398.1% | +40.9% |
| 5Y | +106.3% | +172.5% | -66.1% | +53.5% |
| All | +106.3% | +164.5% | -58.2% | +53.5% |
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