+40.9%
MSTR vs NTRA
+185.4%
-144.4%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NTRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.5% | +1.0% | -7.5% | -7.0% |
| 7D | -11.5% | -11.2% | -0.3% | -7.0% |
| 30D | -24.8% | -18.4% | -6.4% | -17.3% |
| 3M | +20.6% | +2.2% | +18.4% | +18.5% |
| 6M | -38.0% | +58.1% | -96.1% | -52.5% |
| YTD | -24.7% | +41.0% | -65.7% | -40.1% |
| 1Y | -49.1% | +54.1% | -103.2% | -61.4% |
| 3Y | +124.7% | +590.9% | -466.2% | -22.4% |
| 5Y | +40.9% | +180.7% | -139.8% | -35.4% |
| All | +40.9% | +185.4% | -144.4% | -35.4% |
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