+74.0%
NTR vs ARWR
+1,194.9%
-1,120.8%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.3% | -1.3% | -0.1% |
| 7D | -0.3% | -17.8% | +17.5% | +1.6% |
| 30D | +2.0% | -18.1% | +20.1% | +3.9% |
| 3M | +6.4% | -44.2% | +50.6% | +12.7% |
| 6M | +1.6% | -38.6% | +40.3% | +6.0% |
| YTD | +18.2% | -28.0% | +46.2% | +20.2% |
| 1Y | +23.9% | +16.1% | +7.8% | +18.1% |
| 3Y | +44.7% | +84.0% | -39.3% | +23.3% |
| 5Y | +21.3% | -35.4% | +56.7% | +13.5% |
| All | +74.0% | +1,194.9% | -1,120.8% | +2.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ARWR.
Daily Out/Under-Performance
Portfolio return minus ARWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ARWR 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 10y: compounded portfolio wealth divided by compounded ARWR 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…
10y analysis · Full analysis span regression · 6 months rolling