+97.0%
NTRA vs GSK
+31.2%
+65.8%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GSK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.9% | +2.1% | +0.5% |
| 7D | +0.6% | -1.8% | +2.4% | +0.9% |
| 30D | +19.5% | -2.2% | +21.7% | +20.1% |
| 3M | +47.8% | -1.8% | +49.6% | +47.9% |
| 6M | +61.6% | -10.6% | +72.3% | +63.2% |
| YTD | +43.3% | +4.4% | +38.8% | +42.4% |
| 1Y | +97.0% | +30.4% | +66.6% | +84.7% |
| All | +97.0% | +31.2% | +65.8% | +84.7% |
Cumulative growth
Daily Returns
Daily percentage return beside GSK.
Daily Out/Under-Performance
Portfolio return minus GSK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GSK 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 1y: compounded portfolio wealth divided by compounded GSK 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…
1y analysis · Full analysis span regression · 6 months rolling