-25.1%
NOW vs NTRA
+177.5%
-202.6%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NTRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.2% | +2.8% | +1.9% |
| 7D | +0.3% | +2.7% | -2.4% | -0.4% |
| 30D | -27.0% | -19.2% | -7.8% | -23.7% |
| 3M | -19.6% | +2.7% | -22.3% | -21.1% |
| 6M | +17.5% | +63.4% | -45.9% | +1.9% |
| YTD | -33.3% | +39.3% | -72.5% | -40.2% |
| 1Y | -39.8% | +59.0% | -98.8% | -47.9% |
| 3Y | -19.9% | +557.4% | -577.3% | -51.2% |
| All | -25.1% | +177.5% | -202.6% | -36.0% |
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