+89.2%
NTRA vs CAPR
+37.0%
+52.3%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAPR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.8% | 0.0% | +0.9% |
| 7D | +0.2% | -11.0% | +11.2% | +0.3% |
| 30D | +4.1% | +99.8% | -95.7% | +3.8% |
| 3M | +50.0% | -66.6% | +116.6% | +50.5% |
| 6M | +67.3% | -75.1% | +142.4% | +68.1% |
| YTD | +43.6% | -71.0% | +114.6% | +44.2% |
| 1Y | +89.2% | +30.0% | +59.3% | +92.6% |
| All | +89.2% | +37.0% | +52.3% | +92.6% |
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