+173.5%
NTRA vs FND
-63.3%
+236.8%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.0% | -0.1% | +0.5% |
| 7D | +0.2% | -5.8% | +6.0% | +2.5% |
| 30D | +4.1% | -20.2% | +24.3% | +13.2% |
| 3M | +50.0% | -12.0% | +62.0% | +56.2% |
| 6M | +67.3% | -18.5% | +85.8% | +77.8% |
| YTD | +43.6% | -22.3% | +65.8% | +53.1% |
| 1Y | +89.2% | -47.6% | +136.9% | +134.9% |
| 3Y | +502.5% | -49.8% | +552.3% | +592.7% |
| All | +173.5% | -63.3% | +236.8% | +244.3% |
Cumulative growth
Daily Returns
Daily percentage return beside FND.
Daily Out/Under-Performance
Portfolio return minus FND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FND 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 5y: compounded portfolio wealth divided by compounded FND 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…
5y analysis · Full analysis span regression · 6 months rolling