+502.5%
NTRA vs EFX
-12.2%
+514.7%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EFX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.6% | +0.3% | +0.7% |
| 7D | +0.2% | -4.5% | +4.8% | +1.6% |
| 30D | +4.1% | -6.1% | +10.2% | +5.8% |
| 3M | +50.0% | +6.2% | +43.8% | +45.4% |
| 6M | +67.3% | -11.2% | +78.5% | +71.4% |
| YTD | +43.6% | -21.4% | +65.0% | +52.2% |
| 1Y | +89.2% | -34.3% | +123.6% | +114.4% |
| 3Y | +502.5% | -12.5% | +515.1% | +441.0% |
| All | +502.5% | -12.2% | +514.7% | +441.0% |
Cumulative growth
Daily Returns
Daily percentage return beside EFX.
Daily Out/Under-Performance
Portfolio return minus EFX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EFX 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 EFX 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