+90.9%
NTR vs MDY
+115.3%
-24.5%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.9% | -1.5% | -1.7% |
| 7D | -2.5% | -2.5% | +0.1% | -0.6% |
| 30D | +17.0% | -5.0% | +22.1% | +21.6% |
| 3M | +22.2% | +0.5% | +21.7% | +21.2% |
| 6M | +5.2% | +8.0% | -2.8% | -2.2% |
| YTD | +29.7% | +12.2% | +17.5% | +16.7% |
| 1Y | +39.4% | +14.0% | +25.4% | +23.6% |
| 3Y | +38.2% | +48.2% | -10.0% | -3.9% |
| 5Y | +47.6% | +46.1% | +1.5% | +2.4% |
| All | +90.9% | +115.3% | -24.5% | -7.1% |
Cumulative growth
Daily Returns
Daily percentage return beside MDY.
Daily Out/Under-Performance
Portfolio return minus MDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDY 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 MDY 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