+1,723.2%
NTRA vs DAR
+343.8%
+1,379.5%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.9% | +1.0% | +0.5% |
| 7D | +0.6% | +1.4% | -0.8% | 0.0% |
| 30D | +19.5% | +12.8% | +6.7% | +13.4% |
| 3M | +47.8% | +7.4% | +40.4% | +42.4% |
| 6M | +61.6% | +22.3% | +39.4% | +46.9% |
| YTD | +43.3% | +81.1% | -37.8% | +11.3% |
| 1Y | +97.0% | +106.5% | -9.5% | +43.7% |
| 3Y | +424.9% | +5.3% | +419.6% | +375.9% |
| 5Y | +165.2% | -11.5% | +176.7% | +151.3% |
| 10Y | +3,114.3% | +353.3% | +2,761.0% | +1,251.3% |
| All | +1,723.2% | +343.8% | +1,379.5% | +527.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling