+505.1%
NTRA vs DRI
+54.2%
+450.9%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -1.6% | +3.5% | +2.3% |
| 7D | +1.6% | -4.8% | +6.4% | +2.8% |
| 30D | +3.8% | -3.9% | +7.7% | +4.6% |
| 3M | +48.2% | +5.1% | +43.2% | +45.9% |
| 6M | +61.0% | +5.5% | +55.4% | +58.1% |
| YTD | +44.2% | +16.5% | +27.7% | +37.2% |
| 1Y | +87.3% | +2.0% | +85.3% | +85.0% |
| All | +505.1% | +54.2% | +450.9% | +336.9% |
Cumulative growth
Daily Returns
Daily percentage return beside DRI.
Daily Out/Under-Performance
Portfolio return minus DRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DRI 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 3y: compounded portfolio wealth divided by compounded DRI 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…
3y analysis · Full analysis span regression · 6 months rolling