+498.0%
NTRA vs AR
+44.7%
+453.4%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.8% | -0.4% | -1.1% |
| 7D | +1.1% | -1.8% | +2.9% | +1.3% |
| 30D | +0.6% | +12.6% | -12.0% | -1.3% |
| 3M | +51.8% | +10.0% | +41.8% | +49.2% |
| 6M | +63.6% | +0.6% | +63.0% | +62.2% |
| YTD | +41.5% | +13.4% | +28.1% | +36.1% |
| 1Y | +93.6% | +21.7% | +71.9% | +82.0% |
| 3Y | +498.0% | +45.8% | +452.2% | +439.0% |
| All | +498.0% | +44.7% | +453.4% | +439.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling