+3,059.8%
NTRA vs ED
+108.5%
+2,951.2%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.3% | +1.1% | +0.9% |
| 7D | +0.2% | -0.8% | +1.0% | +0.2% |
| 30D | +4.1% | -0.4% | +4.5% | +4.1% |
| 3M | +50.0% | +0.5% | +49.6% | +50.0% |
| 6M | +67.3% | -3.1% | +70.4% | +67.3% |
| YTD | +43.6% | +9.8% | +33.8% | +43.1% |
| 1Y | +89.2% | +12.6% | +76.7% | +88.3% |
| 3Y | +502.5% | +31.4% | +471.1% | +486.2% |
| 5Y | +173.8% | +69.4% | +104.3% | +164.8% |
| All | +3,059.8% | +108.5% | +2,951.2% | +3,083.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ED.
Daily Out/Under-Performance
Portfolio return minus ED return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ED 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 ED 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