+293.0%
IBKR vs NTRA
+507.7%
-214.7%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NTRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +0.9% | +1.3% | +1.9% |
| 7D | -1.3% | +0.2% | -1.6% | -1.4% |
| 30D | -0.2% | +4.1% | -4.3% | -1.3% |
| 3M | +3.0% | +50.0% | -47.1% | -8.6% |
| 6M | +33.9% | +67.3% | -33.4% | +14.1% |
| YTD | +42.5% | +43.6% | -1.1% | +26.4% |
| 1Y | +44.9% | +89.2% | -44.4% | +19.1% |
| 3Y | +293.0% | +502.5% | -209.5% | +179.1% |
| All | +293.0% | +507.7% | -214.7% | +179.1% |
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