+409.4%
GE vs NTRA
+172.0%
+237.3%
-44.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NTRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.9% | -1.0% | -0.3% |
| 7D | -4.0% | +0.2% | -4.2% | -4.0% |
| 30D | -11.4% | +4.1% | -15.5% | -12.0% |
| 3M | -2.6% | +50.0% | -52.7% | -9.2% |
| 6M | -0.3% | +67.3% | -67.6% | -9.0% |
| YTD | +5.4% | +43.6% | -38.2% | -1.8% |
| 1Y | +15.5% | +89.2% | -73.7% | +3.1% |
| 3Y | +260.8% | +502.5% | -241.8% | +172.3% |
| All | +409.4% | +172.0% | +237.3% | +275.9% |
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