+1,493.1%
LITE vs NTRA
+2,761.8%
-1,268.7%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NTRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -1.2% | -3.3% | -4.2% |
| 7D | +10.8% | +2.7% | +8.1% | +10.2% |
| 30D | -33.4% | -19.2% | -14.3% | -29.7% |
| 3M | -32.2% | +2.7% | -34.9% | -32.6% |
| 6M | -42.1% | +63.4% | -105.5% | -48.7% |
| YTD | +61.9% | +39.3% | +22.6% | +47.1% |
| 1Y | +163.0% | +59.0% | +104.0% | +131.8% |
| 3Y | +1,358.0% | +557.4% | +800.6% | +858.0% |
| 5Y | +549.9% | +177.4% | +372.5% | +367.7% |
| All | +1,493.1% | +2,761.8% | -1,268.7% | +632.7% |
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