+99.0%
NTRA vs CAPR
+47.4%
+51.6%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAPR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +8.3% | -7.6% | +0.6% |
| 7D | -7.9% | +43.2% | -51.0% | -8.0% |
| 30D | -8.1% | +14.7% | -22.8% | -8.2% |
| 3M | +42.1% | +113.9% | -71.8% | +41.6% |
| 6M | +84.8% | -73.4% | +158.2% | +85.6% |
| YTD | +70.7% | -69.1% | +139.8% | +71.3% |
| 1Y | +99.0% | +47.2% | +51.9% | +101.3% |
| All | +99.0% | +47.4% | +51.6% | +101.3% |
Cumulative growth
Daily Returns
Daily percentage return beside CAPR.
Daily Out/Under-Performance
Portfolio return minus CAPR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CAPR 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 CAPR 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