+87.6%
NTRA vs COO
-19.9%
+107.6%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -14.7% | +13.4% | +3.9% |
| 7D | -0.5% | -23.3% | +22.8% | +9.5% |
| 30D | +4.3% | -29.5% | +33.8% | +19.1% |
| 3M | +50.6% | -20.0% | +70.6% | +61.5% |
| 6M | +63.9% | -27.2% | +91.1% | +81.3% |
| YTD | +42.4% | -33.9% | +76.3% | +61.8% |
| All | +87.6% | -19.9% | +107.6% | +102.9% |
Cumulative growth
Daily Returns
Daily percentage return beside COO.
Daily Out/Under-Performance
Portfolio return minus COO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COO 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 COO 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