+76.7%
NTRA vs IRE
-84.0%
+160.8%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -6.8% | +8.7% | +2.2% |
| 7D | +1.6% | +29.0% | -27.5% | +0.3% |
| 30D | +3.8% | +24.2% | -20.5% | +2.3% |
| 3M | +48.2% | -53.2% | +101.4% | +48.1% |
| 6M | +61.0% | -36.0% | +97.0% | +53.4% |
| YTD | +44.2% | -51.0% | +95.2% | +37.3% |
| All | +76.7% | -84.0% | +160.8% | +71.8% |
Cumulative growth
Daily Returns
Daily percentage return beside IRE.
Daily Out/Under-Performance
Portfolio return minus IRE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IRE 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 IRE 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