+3,570.1%
NTRA vs FND
+57.3%
+3,512.8%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.7% | +2.6% | +2.2% |
| 7D | +1.6% | -0.8% | +2.4% | +1.8% |
| 30D | +3.8% | -19.6% | +23.3% | +12.8% |
| 3M | +48.2% | -4.3% | +52.6% | +49.3% |
| 6M | +61.0% | -20.4% | +81.4% | +73.1% |
| YTD | +44.2% | -21.9% | +66.0% | +54.0% |
| 1Y | +87.3% | -45.2% | +132.5% | +129.1% |
| 3Y | +509.4% | -49.2% | +558.7% | +612.3% |
| 5Y | +175.1% | -61.8% | +236.9% | +244.6% |
| All | +3,570.1% | +57.3% | +3,512.8% | +2,710.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling