+39.4%
NTR vs RACE
-13.6%
+53.0%
-27.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +1.6% | -4.0% | -2.3% |
| 7D | -2.5% | -2.2% | -0.2% | -2.6% |
| 30D | +17.0% | -0.4% | +17.4% | +17.1% |
| 3M | +22.2% | +17.9% | +4.3% | +24.2% |
| 6M | +5.2% | +19.3% | -14.1% | +7.6% |
| YTD | +29.7% | +11.9% | +17.8% | +32.3% |
| 1Y | +39.4% | -12.7% | +52.1% | +42.0% |
| All | +39.4% | -13.6% | +53.0% | +42.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling