+2,650.8%
NTRA vs AR
+57.4%
+2,593.4%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.1% | -1.3% | -1.2% |
| 7D | +2.7% | +7.4% | -4.7% | +1.8% |
| 30D | -19.2% | +5.8% | -24.9% | -19.8% |
| 3M | +2.7% | +5.2% | -2.5% | +1.8% |
| 6M | +63.4% | +5.4% | +57.9% | +61.5% |
| YTD | +39.3% | +12.4% | +26.9% | +35.7% |
| 1Y | +59.0% | +12.8% | +46.2% | +54.6% |
| 3Y | +557.4% | +47.2% | +510.2% | +509.8% |
| 5Y | +177.4% | +101.1% | +76.2% | +142.7% |
| All | +2,650.8% | +57.4% | +2,593.4% | +2,690.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AR.
Daily Out/Under-Performance
Portfolio return minus AR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AR 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 10y: compounded portfolio wealth divided by compounded AR 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…
10y analysis · Full analysis span regression · 6 months rolling