+2,890.3%
NTRA vs CLBK
+65.5%
+2,824.8%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CLBK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.1% | +0.9% | +0.9% |
| 7D | +0.2% | -1.5% | +1.7% | +0.7% |
| 30D | +4.1% | -1.0% | +5.1% | +4.4% |
| 3M | +50.0% | +22.9% | +27.1% | +39.4% |
| 6M | +67.3% | +44.2% | +23.1% | +47.1% |
| YTD | +43.6% | +64.0% | -20.4% | +19.9% |
| 1Y | +89.2% | +65.7% | +23.6% | +56.7% |
| 3Y | +502.5% | +54.1% | +448.5% | +391.2% |
| 5Y | +173.8% | +44.7% | +129.1% | +106.3% |
| All | +2,890.3% | +65.5% | +2,824.8% | +1,982.1% |
Cumulative growth
Daily Returns
Daily percentage return beside CLBK.
Daily Out/Under-Performance
Portfolio return minus CLBK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CLBK 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 10y: compounded portfolio wealth divided by compounded CLBK 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…
10y analysis · Full analysis span regression · 6 months rolling