+60.8%
LIN vs NTRA
+164.5%
-103.7%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NTRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.2% | -0.7% | -1.8% |
| 7D | -3.5% | +1.1% | -4.5% | -3.5% |
| 30D | -4.1% | +0.6% | -4.7% | -4.2% |
| 3M | -6.4% | +51.8% | -58.2% | -9.3% |
| 6M | -2.4% | +63.6% | -66.0% | -6.3% |
| YTD | +10.9% | +41.5% | -30.6% | +7.5% |
| 1Y | 0.0% | +93.6% | -93.6% | -5.6% |
| 3Y | +25.8% | +498.0% | -472.2% | +7.5% |
| 5Y | +60.8% | +172.5% | -111.6% | +42.4% |
| All | +60.8% | +164.5% | -103.7% | +42.4% |
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