+348.3%
NEE vs NTRA
+1,727.4%
-1,379.1%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NTRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.9% | -1.0% | -0.2% |
| 7D | -1.3% | +0.2% | -1.6% | -1.4% |
| 30D | -3.3% | +4.1% | -7.4% | -3.6% |
| 3M | -2.3% | +50.0% | -52.3% | -4.9% |
| 6M | -8.9% | +67.3% | -76.2% | -12.2% |
| YTD | +4.8% | +43.6% | -38.8% | +1.8% |
| 1Y | +18.7% | +89.2% | -70.5% | +13.1% |
| 3Y | +33.2% | +502.5% | -469.3% | +15.4% |
| 5Y | +10.9% | +173.8% | -162.9% | -2.3% |
| 10Y | +251.8% | +3,189.3% | -2,937.5% | +187.0% |
| All | +348.3% | +1,727.4% | -1,379.1% | +271.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling