+1,723.2%
NTRA vs ARMK
+187.7%
+1,535.5%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARMK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.9% | +1.0% | +0.6% |
| 7D | +0.6% | -2.4% | +3.0% | +1.8% |
| 30D | +19.5% | 0.0% | +19.5% | +18.9% |
| 3M | +47.8% | +6.7% | +41.1% | +42.4% |
| 6M | +61.6% | +38.8% | +22.8% | +36.0% |
| YTD | +43.3% | +55.2% | -11.9% | +13.6% |
| 1Y | +97.0% | +46.6% | +50.4% | +60.1% |
| 3Y | +424.9% | +112.9% | +312.0% | +245.9% |
| 5Y | +165.2% | +144.0% | +21.2% | +59.4% |
| 10Y | +3,114.3% | +132.4% | +2,981.9% | +1,491.6% |
| All | +1,723.2% | +187.7% | +1,535.5% | +687.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ARMK.
Daily Out/Under-Performance
Portfolio return minus ARMK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ARMK 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 all: compounded portfolio wealth divided by compounded ARMK 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…
all analysis · Full analysis span regression · 6 months rolling