+3,059.8%
NTRA vs GEN
+159.8%
+2,899.9%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.0% | -0.1% | +0.5% |
| 7D | +0.2% | -1.3% | +1.5% | +0.6% |
| 30D | +4.1% | +6.1% | -2.0% | +1.9% |
| 3M | +50.0% | +27.0% | +23.1% | +38.5% |
| 6M | +67.3% | +43.9% | +23.4% | +46.2% |
| YTD | +43.6% | +13.0% | +30.6% | +35.7% |
| 1Y | +89.2% | +4.0% | +85.2% | +83.7% |
| 3Y | +502.5% | +66.2% | +436.4% | +391.5% |
| 5Y | +173.8% | +23.2% | +150.6% | +138.5% |
| All | +3,059.8% | +159.8% | +2,899.9% | +2,019.4% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 GEN 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