+41.6%
NTR vs RACE
+39.3%
+2.3%
-28.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.0% | +2.5% | +1.6% |
| 7D | +3.8% | -1.0% | +4.9% | +3.9% |
| 30D | +25.2% | -1.5% | +26.8% | +25.3% |
| 3M | +21.0% | +15.5% | +5.5% | +20.0% |
| 6M | +7.6% | +17.3% | -9.7% | +6.5% |
| YTD | +32.9% | +11.1% | +21.7% | +32.0% |
| 1Y | +43.1% | -14.3% | +57.3% | +46.7% |
| 3Y | +41.6% | +40.2% | +1.4% | +23.3% |
| All | +41.6% | +39.3% | +2.3% | +23.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling