+92.6%
NTR vs URA
+286.5%
-193.8%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.8% | -2.3% | -1.8% |
| 7D | +8.1% | +1.1% | +7.0% | +7.7% |
| 30D | +18.8% | +7.4% | +11.4% | +15.7% |
| 3M | +16.2% | -8.4% | +24.6% | +18.1% |
| 6M | +9.8% | -12.7% | +22.5% | +11.4% |
| YTD | +30.9% | +7.8% | +23.1% | +22.2% |
| 1Y | +41.8% | +19.5% | +22.3% | +24.6% |
| 3Y | +35.8% | +116.4% | -80.6% | -11.8% |
| 5Y | +51.0% | +134.3% | -83.2% | -12.5% |
| All | +92.6% | +286.5% | -193.8% | -32.7% |
Cumulative growth
Daily Returns
Daily percentage return beside URA.
Daily Out/Under-Performance
Portfolio return minus URA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URA 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 URA 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