+99.0%
NTRA vs FIVN
+55.4%
+43.6%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.6% | -1.0% | +0.3% |
| 7D | -7.9% | -3.4% | -4.5% | -7.3% |
| 30D | -8.1% | +5.8% | -13.9% | -9.0% |
| 3M | +42.1% | +22.0% | +20.1% | +36.3% |
| 6M | +84.8% | +55.7% | +29.1% | +73.3% |
| YTD | +70.7% | +81.3% | -10.6% | +54.5% |
| 1Y | +99.0% | +58.0% | +41.1% | +82.3% |
| All | +99.0% | +55.4% | +43.6% | +82.3% |
Cumulative growth
Daily Returns
Daily percentage return beside FIVN.
Daily Out/Under-Performance
Portfolio return minus FIVN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIVN 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 1y: compounded portfolio wealth divided by compounded FIVN 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…
1y analysis · Full analysis span regression · 6 months rolling