+1,700.8%
NTRA vs CG
+187.5%
+1,513.3%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.2% | +0.9% | -0.1% |
| 7D | +1.1% | -1.3% | +2.3% | +1.7% |
| 30D | +0.6% | -3.2% | +3.8% | +1.9% |
| 3M | +51.8% | +6.2% | +45.6% | +44.8% |
| 6M | +63.6% | -4.7% | +68.3% | +64.6% |
| YTD | +41.5% | -20.6% | +62.1% | +55.0% |
| 1Y | +93.6% | -26.4% | +120.0% | +118.9% |
| 3Y | +498.0% | +55.4% | +442.7% | +309.8% |
| 5Y | +172.5% | +9.8% | +162.6% | +120.5% |
| 10Y | +2,960.8% | +341.4% | +2,619.5% | +1,200.1% |
| All | +1,700.8% | +187.5% | +1,513.3% | +618.7% |
Cumulative growth
Daily Returns
Daily percentage return beside CG.
Daily Out/Under-Performance
Portfolio return minus CG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CG 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 all: compounded portfolio wealth divided by compounded CG 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…
all analysis · Full analysis span regression · 6 months rolling