+1,723.2%
NTRA vs GEN
+248.9%
+1,474.3%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.2% | +2.3% | +0.9% |
| 7D | +0.6% | -1.2% | +1.8% | +0.9% |
| 30D | +19.5% | +10.1% | +9.4% | +15.8% |
| 3M | +47.8% | +16.1% | +31.7% | +40.2% |
| 6M | +61.6% | +38.9% | +22.8% | +42.8% |
| YTD | +43.3% | +14.4% | +28.8% | +34.7% |
| 1Y | +97.0% | +5.9% | +91.2% | +90.0% |
| 3Y | +424.9% | +58.8% | +366.1% | +333.9% |
| 5Y | +165.2% | +24.7% | +140.5% | +130.1% |
| 10Y | +3,114.3% | +163.1% | +2,951.2% | +1,936.9% |
| All | +1,723.2% | +248.9% | +1,474.3% | +864.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling