+158.4%
MMM vs NTRA
+562.3%
-403.9%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NTRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.2% | +0.2% | -0.8% |
| 7D | -0.4% | +2.7% | -3.1% | -0.7% |
| 30D | +12.1% | -19.2% | +31.3% | +14.8% |
| 3M | +1.4% | +2.7% | -1.3% | +0.7% |
| 6M | +26.6% | +63.4% | -36.8% | +17.7% |
| YTD | +16.8% | +39.3% | -22.5% | +10.1% |
| 1Y | +10.1% | +59.0% | -48.9% | +1.5% |
| 3Y | +158.4% | +557.4% | -399.0% | +85.6% |
| All | +158.4% | +562.3% | -403.9% | +85.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling