-57.6%
FISV vs NTRA
+507.7%
-565.3%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NTRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +0.9% | +4.6% | +5.3% |
| 7D | -2.7% | +0.2% | -2.9% | -2.7% |
| 30D | 0.0% | +4.1% | -4.1% | -0.4% |
| 3M | -2.8% | +50.0% | -52.8% | -7.5% |
| 6M | -11.8% | +67.3% | -79.1% | -17.4% |
| YTD | -23.2% | +43.6% | -66.8% | -27.1% |
| 1Y | -62.0% | +89.2% | -151.2% | -65.1% |
| 3Y | -57.6% | +502.5% | -560.2% | -66.5% |
| All | -57.6% | +507.7% | -565.3% | -66.5% |
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 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