+0.8%
NOW vs NTRA
+177.1%
-176.3%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NTRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +1.9% | -4.2% | -2.8% |
| 7D | -4.1% | +1.6% | -5.7% | -4.5% |
| 30D | +2.9% | +3.8% | -0.9% | +1.8% |
| 3M | +22.6% | +48.2% | -25.7% | +10.2% |
| 6M | +7.5% | +61.0% | -53.4% | -5.7% |
| YTD | -14.4% | +44.2% | -58.6% | -23.1% |
| 1Y | -29.8% | +87.3% | -117.1% | -41.0% |
| 3Y | +9.2% | +509.4% | -500.2% | -32.0% |
| 5Y | +0.8% | +175.1% | -174.3% | -24.2% |
| All | +0.8% | +177.1% | -176.3% | -24.2% |
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