+551.8%
LITE vs NTRA
+97.0%
+454.8%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NTRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.9% | -0.8% | +0.6% |
| 7D | +13.6% | +1.6% | +12.0% | +13.1% |
| 30D | +21.6% | +3.8% | +17.8% | +20.6% |
| 3M | +20.3% | +48.2% | -27.9% | +11.0% |
| 6M | +54.4% | +61.0% | -6.6% | +37.9% |
| YTD | +168.3% | +44.2% | +124.1% | +155.6% |
| 1Y | +551.8% | +87.3% | +464.5% | +432.9% |
| All | +551.8% | +97.0% | +454.8% | +432.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling