+497.4%
NTRA vs A
+28.1%
+469.3%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.1% | -0.1% | -0.6% |
| 7D | -0.5% | -4.6% | +4.1% | +2.2% |
| 30D | +4.3% | -4.3% | +8.6% | +6.9% |
| 3M | +50.6% | +8.9% | +41.7% | +43.1% |
| 6M | +63.9% | +24.5% | +39.4% | +43.9% |
| YTD | +42.4% | +5.8% | +36.6% | +36.8% |
| 1Y | +92.1% | +16.2% | +75.9% | +74.2% |
| All | +497.4% | +28.1% | +469.3% | +387.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling