+95.6%
NTR vs DAR
+268.3%
-172.8%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +2.9% | -1.4% | +0.5% |
| 7D | +3.8% | -0.9% | +4.7% | +4.1% |
| 30D | +25.2% | +13.0% | +12.3% | +19.7% |
| 3M | +21.0% | +15.0% | +6.0% | +14.7% |
| 6M | +7.6% | +26.8% | -19.2% | -1.4% |
| YTD | +32.9% | +86.4% | -53.6% | +6.4% |
| 1Y | +43.1% | +115.1% | -72.0% | +8.0% |
| 3Y | +41.6% | +14.6% | +27.0% | +28.4% |
| 5Y | +54.8% | -8.8% | +63.5% | +48.2% |
| All | +95.6% | +268.3% | -172.8% | -3.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling