+54.1%
NTRA vs ALK
-7.4%
+61.5%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -4.8% | +5.8% | +2.0% |
| 7D | -11.2% | +0.9% | -12.1% | -11.5% |
| 30D | -18.4% | +3.3% | -21.7% | -19.1% |
| 3M | +2.2% | -17.6% | +19.8% | +7.0% |
| 6M | +58.1% | +0.8% | +57.3% | +54.3% |
| YTD | +41.0% | -22.4% | +63.3% | +42.6% |
| 1Y | +54.1% | -10.1% | +64.2% | +54.5% |
| All | +54.1% | -7.4% | +61.5% | +54.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ALK.
Daily Out/Under-Performance
Portfolio return minus ALK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALK 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 ALK 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