+95.7%
NTR vs RACE
+313.5%
-217.8%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.9% | +0.9% | +0.3% |
| 7D | +0.5% | -2.6% | +3.2% | +1.2% |
| 30D | +21.7% | -1.1% | +22.8% | +22.0% |
| 3M | +22.8% | +12.5% | +10.2% | +18.6% |
| 6M | +8.2% | +17.4% | -9.2% | +2.5% |
| YTD | +32.9% | +10.1% | +22.8% | +27.7% |
| 1Y | +45.3% | -15.1% | +60.5% | +49.8% |
| 3Y | +41.7% | +38.9% | +2.7% | +19.3% |
| 5Y | +49.8% | +90.7% | -40.8% | +8.7% |
| All | +95.7% | +313.5% | -217.8% | +0.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RACE.
Daily Out/Under-Performance
Portfolio return minus RACE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RACE 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 RACE 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