+1,711.9%
NTRA vs EVRG
+254.3%
+1,457.6%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.2% | -1.4% | -1.3% |
| 7D | -0.5% | -0.7% | +0.2% | -0.3% |
| 30D | +4.3% | 0.0% | +4.3% | +4.2% |
| 3M | +50.6% | -1.0% | +51.6% | +50.9% |
| 6M | +63.9% | +1.0% | +63.0% | +63.2% |
| YTD | +42.4% | +15.1% | +27.3% | +36.2% |
| 1Y | +92.1% | +17.6% | +74.5% | +82.5% |
| 3Y | +501.7% | +70.5% | +431.3% | +405.0% |
| 5Y | +171.4% | +48.9% | +122.6% | +136.5% |
| 10Y | +3,161.4% | +112.8% | +3,048.6% | +2,584.8% |
| All | +1,711.9% | +254.3% | +1,457.6% | +1,284.7% |
Cumulative growth
Daily Returns
Daily percentage return beside EVRG.
Daily Out/Under-Performance
Portfolio return minus EVRG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EVRG 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 EVRG 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