+1,727.4%
NTRA vs GNRC
+367.5%
+1,359.9%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GNRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +2.9% | -2.1% | -0.3% |
| 7D | +0.2% | -0.2% | +0.4% | +0.2% |
| 30D | +4.1% | -15.7% | +19.8% | +11.2% |
| 3M | +50.0% | -27.3% | +77.4% | +67.6% |
| 6M | +67.3% | -12.1% | +79.4% | +68.9% |
| YTD | +43.6% | +37.1% | +6.5% | +17.4% |
| 1Y | +89.2% | -0.5% | +89.7% | +74.9% |
| 3Y | +502.5% | +61.5% | +441.0% | +322.0% |
| 5Y | +173.8% | -58.6% | +232.3% | +231.3% |
| 10Y | +3,189.3% | +446.3% | +2,743.0% | +1,405.2% |
| All | +1,727.4% | +367.5% | +1,359.9% | +682.0% |
Cumulative growth
Daily Returns
Daily percentage return beside GNRC.
Daily Out/Under-Performance
Portfolio return minus GNRC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GNRC 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 GNRC 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