+51.0%
NTRA vs AS
+6.1%
+44.9%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -1.8% | -0.8% | -2.2% |
| 7D | -19.7% | +4.5% | -24.2% | -20.5% |
| 30D | -22.1% | +13.2% | -35.4% | -24.5% |
| 3M | -2.0% | -11.9% | +9.9% | +2.1% |
| 6M | +60.6% | -11.6% | +72.2% | +66.3% |
| YTD | +36.2% | -14.7% | +50.9% | +40.2% |
| 1Y | +51.0% | +5.7% | +45.3% | +47.6% |
| All | +51.0% | +6.1% | +44.9% | +47.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AS.
Daily Out/Under-Performance
Portfolio return minus AS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AS 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 1y: compounded portfolio wealth divided by compounded AS 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…
1y analysis · Full analysis span regression · 6 months rolling