+557.4%
NTRA vs ARWR
+79.8%
+477.5%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.3% | -2.5% | -1.4% |
| 7D | +2.7% | -17.8% | +20.6% | +5.8% |
| 30D | -19.2% | -18.1% | -1.0% | -16.7% |
| 3M | +2.7% | -44.2% | +46.8% | +12.6% |
| 6M | +63.4% | -38.6% | +102.0% | +75.5% |
| YTD | +39.3% | -28.0% | +67.3% | +45.6% |
| 1Y | +59.0% | +16.1% | +42.9% | +53.4% |
| 3Y | +557.4% | +84.0% | +473.4% | +429.4% |
| All | +557.4% | +79.8% | +477.5% | +429.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ARWR.
Daily Out/Under-Performance
Portfolio return minus ARWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ARWR 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 ARWR 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