+175.1%
NTRA vs ALLY
-1.1%
+176.2%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -1.1% | +3.0% | +2.4% |
| 7D | +1.6% | -1.9% | +3.5% | +2.5% |
| 30D | +3.8% | -4.5% | +8.2% | +5.8% |
| 3M | +48.2% | -2.8% | +51.1% | +49.6% |
| 6M | +61.0% | +10.3% | +50.6% | +53.3% |
| YTD | +44.2% | -5.7% | +49.9% | +46.8% |
| 1Y | +87.3% | +3.9% | +83.3% | +81.4% |
| 3Y | +509.4% | +64.7% | +444.7% | +350.1% |
| 5Y | +175.1% | -2.6% | +177.7% | +151.9% |
| All | +175.1% | -1.1% | +176.2% | +151.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ALLY.
Daily Out/Under-Performance
Portfolio return minus ALLY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALLY 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 5y: compounded portfolio wealth divided by compounded ALLY 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…
5y analysis · Full analysis span regression · 6 months rolling