+175.4%
NTRA vs ARWR
-34.9%
+210.3%
-75.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.3% | -2.5% | -1.6% |
| 7D | +2.7% | -17.8% | +20.6% | +7.8% |
| 30D | -19.2% | -18.1% | -1.0% | -15.0% |
| 3M | +2.7% | -44.2% | +46.8% | +19.5% |
| 6M | +63.4% | -38.6% | +102.0% | +83.4% |
| YTD | +39.3% | -28.0% | +67.3% | +48.6% |
| 1Y | +59.0% | +16.1% | +42.9% | +44.7% |
| 3Y | +557.4% | +84.0% | +473.4% | +335.8% |
| All | +175.4% | -34.9% | +210.3% | +164.4% |
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 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