+1,735.1%
NTRA vs GRMN
+740.5%
+994.6%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -1.3% | +3.2% | +2.5% |
| 7D | +1.6% | -1.4% | +3.0% | +2.3% |
| 30D | +3.8% | -13.1% | +16.8% | +11.3% |
| 3M | +48.2% | +14.9% | +33.3% | +36.7% |
| 6M | +61.0% | +13.1% | +47.8% | +49.6% |
| YTD | +44.2% | +35.3% | +8.9% | +21.1% |
| 1Y | +87.3% | +16.0% | +71.3% | +69.0% |
| 3Y | +509.4% | +179.6% | +329.8% | +208.2% |
| 5Y | +175.1% | +75.0% | +100.1% | +79.4% |
| 10Y | +3,203.1% | +644.1% | +2,559.0% | +1,119.3% |
| All | +1,735.1% | +740.5% | +994.6% | +492.9% |
Cumulative growth
Daily Returns
Daily percentage return beside GRMN.
Daily Out/Under-Performance
Portfolio return minus GRMN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GRMN 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 GRMN 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