+59.0%
NTRA vs AR
+11.3%
+47.7%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.1% | -1.3% | -1.2% |
| 7D | +2.7% | +7.4% | -4.7% | +3.4% |
| 30D | -19.2% | +5.8% | -24.9% | -18.5% |
| 3M | +2.7% | +5.2% | -2.5% | +3.7% |
| 6M | +63.4% | +5.4% | +57.9% | +65.3% |
| YTD | +39.3% | +12.4% | +26.9% | +38.7% |
| 1Y | +59.0% | +12.8% | +46.2% | +58.5% |
| All | +59.0% | +11.3% | +47.7% | +58.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling