+171.4%
NTRA vs GPC
+29.3%
+142.1%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GPC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.8% | -0.5% | -1.0% |
| 7D | -0.5% | -1.8% | +1.3% | 0.0% |
| 30D | +4.3% | +0.1% | +4.2% | +4.2% |
| 3M | +50.6% | +37.4% | +13.3% | +37.1% |
| 6M | +63.9% | +25.4% | +38.5% | +52.8% |
| YTD | +42.4% | +12.2% | +30.2% | +34.3% |
| 1Y | +92.1% | -0.3% | +92.4% | +88.1% |
| 3Y | +501.7% | -1.6% | +503.3% | +464.6% |
| 5Y | +171.4% | +31.0% | +140.5% | +98.6% |
| All | +171.4% | +29.3% | +142.1% | +98.6% |
Cumulative growth
Daily Returns
Daily percentage return beside GPC.
Daily Out/Under-Performance
Portfolio return minus GPC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GPC 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 GPC 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