+171.4%
NTRA vs GEN
+21.5%
+150.0%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.7% | -2.0% | -1.5% |
| 7D | -0.5% | -4.3% | +3.9% | +1.0% |
| 30D | +4.3% | +3.8% | +0.5% | +2.7% |
| 3M | +50.6% | +22.3% | +28.4% | +40.0% |
| 6M | +63.9% | +39.0% | +25.0% | +43.5% |
| YTD | +42.4% | +11.9% | +30.5% | +35.3% |
| 1Y | +92.1% | +4.5% | +87.6% | +87.4% |
| 3Y | +501.7% | +59.0% | +442.7% | +380.8% |
| 5Y | +171.4% | +22.0% | +149.5% | +108.5% |
| All | +171.4% | +21.5% | +150.0% | +108.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling