+99.0%
NTRA vs A
+24.4%
+74.7%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.0% | -0.4% | 0.0% |
| 7D | -7.9% | -2.4% | -5.5% | -6.3% |
| 30D | -8.1% | +3.6% | -11.7% | -9.9% |
| 3M | +42.1% | +27.5% | +14.6% | +23.2% |
| 6M | +84.8% | +58.5% | +26.4% | +39.4% |
| YTD | +70.7% | +31.2% | +39.5% | +44.7% |
| 1Y | +99.0% | +22.2% | +76.9% | +74.2% |
| All | +99.0% | +24.4% | +74.7% | +74.2% |
Cumulative growth
Daily Returns
Daily percentage return beside A.
Daily Out/Under-Performance
Portfolio return minus A return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × A 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 A 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