+171.4%
NTRA vs ARWR
+26.4%
+145.1%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.2% | -1.4% | -1.3% |
| 7D | -0.5% | -4.3% | +3.8% | +0.8% |
| 30D | +4.3% | -7.3% | +11.6% | +6.5% |
| 3M | +50.6% | +17.0% | +33.6% | +42.9% |
| 6M | +63.9% | +39.8% | +24.1% | +47.9% |
| YTD | +42.4% | +24.7% | +17.7% | +31.9% |
| 1Y | +92.1% | +186.5% | -94.4% | +36.1% |
| 3Y | +501.7% | +176.8% | +324.9% | +269.2% |
| 5Y | +171.4% | +29.3% | +142.1% | +112.0% |
| All | +171.4% | +26.4% | +145.1% | +112.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling