+724.9%
DELL vs NTRA
+507.7%
+217.2%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NTRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +0.9% | +11.1% | +11.7% |
| 7D | +8.2% | +0.2% | +8.0% | +8.2% |
| 30D | +17.1% | +4.1% | +13.0% | +15.8% |
| 3M | +45.2% | +50.0% | -4.9% | +29.3% |
| 6M | +286.8% | +67.3% | +219.5% | +229.9% |
| YTD | +354.8% | +43.6% | +311.2% | +302.0% |
| 1Y | +358.3% | +89.2% | +269.0% | +266.2% |
| 3Y | +724.9% | +502.5% | +222.4% | +401.7% |
| All | +724.9% | +507.7% | +217.2% | +401.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling