+3,059.8%
NTRA vs FIVN
+118.5%
+2,941.2%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.4% | -0.5% | +0.4% |
| 7D | +0.2% | -7.8% | +8.1% | +3.2% |
| 30D | +4.1% | -1.7% | +5.8% | +4.1% |
| 3M | +50.0% | +47.2% | +2.8% | +27.8% |
| 6M | +67.3% | +82.7% | -15.4% | +26.3% |
| YTD | +43.6% | +52.9% | -9.3% | +14.3% |
| 1Y | +89.2% | +17.5% | +71.8% | +65.4% |
| 3Y | +502.5% | -55.8% | +558.4% | +622.3% |
| 5Y | +173.8% | -82.3% | +256.1% | +363.7% |
| All | +3,059.8% | +118.5% | +2,941.2% | +2,117.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling