+89.2%
NTRA vs A
+18.0%
+71.2%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +2.7% | -1.8% | -0.7% |
| 7D | +0.2% | -2.6% | +2.8% | +1.7% |
| 30D | +4.1% | -0.9% | +5.0% | +4.6% |
| 3M | +50.0% | +13.6% | +36.4% | +39.4% |
| 6M | +67.3% | +27.8% | +39.5% | +45.6% |
| YTD | +43.6% | +8.6% | +35.0% | +35.5% |
| 1Y | +89.2% | +16.9% | +72.4% | +74.4% |
| All | +89.2% | +18.0% | +71.2% | +74.4% |
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