+259.5%
INTU vs NTRA
+1,723.2%
-1,463.7%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NTRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +0.2% | -3.5% | -3.4% |
| 7D | -7.1% | +0.6% | -7.7% | -7.2% |
| 30D | +1.5% | +19.5% | -18.1% | -2.1% |
| 3M | +10.7% | +47.8% | -37.1% | +2.6% |
| 6M | -23.8% | +61.6% | -85.5% | -30.8% |
| YTD | -49.3% | +43.3% | -92.6% | -53.1% |
| 1Y | -49.7% | +97.0% | -146.7% | -56.1% |
| 3Y | -38.0% | +424.9% | -462.9% | -55.4% |
| 5Y | -38.7% | +165.2% | -203.9% | -54.3% |
| 10Y | +221.3% | +3,114.3% | -2,893.0% | +76.0% |
| All | +259.5% | +1,723.2% | -1,463.7% | +100.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling