+1,700.8%
NTRA vs GPC
+108.5%
+1,592.3%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GPC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.9% | +1.7% | -0.1% |
| 7D | +1.1% | +0.2% | +0.9% | +1.0% |
| 30D | +0.6% | -0.4% | +1.0% | +0.7% |
| 3M | +51.8% | +39.2% | +12.7% | +32.7% |
| 6M | +63.6% | +18.2% | +45.4% | +51.9% |
| YTD | +41.5% | +12.1% | +29.4% | +31.8% |
| 1Y | +93.6% | -0.7% | +94.3% | +89.0% |
| 3Y | +498.0% | -1.7% | +499.7% | +459.3% |
| 5Y | +172.5% | +29.3% | +143.2% | +120.6% |
| 10Y | +2,960.8% | +80.7% | +2,880.1% | +1,907.8% |
| All | +1,700.8% | +108.5% | +1,592.3% | +1,018.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling