+217.8%
INTU vs NTRA
+3,199.2%
-2,981.4%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NTRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +0.9% | +2.0% | +2.7% |
| 7D | -3.3% | +0.2% | -3.6% | -3.4% |
| 30D | -3.9% | +4.1% | -8.0% | -4.8% |
| 3M | +16.6% | +50.0% | -33.4% | +6.9% |
| 6M | -26.4% | +67.3% | -93.7% | -34.3% |
| YTD | -51.0% | +43.6% | -94.6% | -55.1% |
| 1Y | -50.8% | +89.2% | -140.0% | -57.4% |
| 3Y | -40.1% | +502.5% | -542.6% | -59.6% |
| 5Y | -41.2% | +173.8% | -215.0% | -57.7% |
| All | +217.8% | +3,199.2% | -2,981.4% | +56.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling