+1,700.8%
NTRA vs A
+313.0%
+1,387.8%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.7% | +1.4% | +0.8% |
| 7D | +1.1% | -2.1% | +3.1% | +2.6% |
| 30D | +0.6% | +0.6% | 0.0% | 0.0% |
| 3M | +51.8% | +10.9% | +41.0% | +40.0% |
| 6M | +63.6% | +28.2% | +35.4% | +34.1% |
| YTD | +41.5% | +8.6% | +32.9% | +31.2% |
| 1Y | +93.6% | +15.5% | +78.1% | +69.7% |
| 3Y | +498.0% | +31.8% | +466.2% | +349.0% |
| 5Y | +172.5% | -14.9% | +187.3% | +189.5% |
| 10Y | +2,960.8% | +237.8% | +2,723.0% | +1,157.2% |
| All | +1,700.8% | +313.0% | +1,387.8% | +558.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling