+37.9%
NTR vs DAR
+5.7%
+32.2%
-28.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.9% | +1.5% | +0.1% |
| 7D | -1.3% | -0.1% | -1.2% | -1.3% |
| 30D | +16.8% | +2.6% | +14.1% | +15.9% |
| 3M | +20.7% | +14.2% | +6.5% | +16.7% |
| 6M | +0.5% | +17.2% | -16.7% | -3.2% |
| YTD | +29.2% | +80.9% | -51.7% | +13.9% |
| 1Y | +39.6% | +104.0% | -64.4% | +19.8% |
| 3Y | +37.9% | +3.6% | +34.2% | +62.0% |
| All | +37.9% | +5.7% | +32.2% | +62.0% |
Cumulative growth
Daily Returns
Daily percentage return beside DAR.
Daily Out/Under-Performance
Portfolio return minus DAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAR 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 3y: compounded portfolio wealth divided by compounded DAR 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…
3y analysis · Full analysis span regression · 6 months rolling