+92.6%
NTR vs RACE
+321.3%
-228.7%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.9% | +0.3% | -1.1% |
| 7D | +8.1% | -2.5% | +10.6% | +8.8% |
| 30D | +18.8% | +0.8% | +18.0% | +18.5% |
| 3M | +16.2% | +17.2% | -0.9% | +11.1% |
| 6M | +9.8% | +13.6% | -3.8% | +5.0% |
| YTD | +30.9% | +12.2% | +18.7% | +25.2% |
| 1Y | +41.8% | -16.3% | +58.0% | +46.9% |
| 3Y | +35.8% | +36.4% | -0.7% | +15.4% |
| 5Y | +51.0% | +95.0% | -43.9% | +8.9% |
| All | +92.6% | +321.3% | -228.7% | -1.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling