+3,059.8%
NTRA vs DAR
+366.1%
+2,693.7%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.9% | +2.8% | +1.6% |
| 7D | +0.2% | -0.1% | +0.4% | +0.2% |
| 30D | +4.1% | +2.6% | +1.5% | +2.6% |
| 3M | +50.0% | +14.2% | +35.8% | +41.1% |
| 6M | +67.3% | +17.2% | +50.1% | +54.6% |
| YTD | +43.6% | +80.9% | -37.3% | +11.1% |
| 1Y | +89.2% | +104.0% | -14.7% | +37.9% |
| 3Y | +502.5% | +3.6% | +498.9% | +452.6% |
| 5Y | +173.8% | -7.8% | +181.6% | +155.5% |
| All | +3,059.8% | +366.1% | +2,693.7% | +1,138.3% |
Cumulative growth
Daily Returns
Daily percentage return beside DAR.
Daily Out/Under-Performance
Portfolio return minus DAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAR 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 DAR 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