+173.5%
NTRA vs IT
-42.9%
+216.5%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +5.3% | -4.4% | -0.9% |
| 7D | +0.2% | -3.7% | +3.9% | +1.3% |
| 30D | +4.1% | +0.1% | +4.0% | +3.5% |
| 3M | +50.0% | +20.7% | +29.4% | +36.1% |
| 6M | +67.3% | +12.0% | +55.3% | +54.0% |
| YTD | +43.6% | -28.8% | +72.4% | +60.6% |
| 1Y | +89.2% | -25.5% | +114.8% | +103.6% |
| 3Y | +502.5% | -48.8% | +551.3% | +640.2% |
| All | +173.5% | -42.9% | +216.5% | +185.0% |
Cumulative growth
Daily Returns
Daily percentage return beside IT.
Daily Out/Under-Performance
Portfolio return minus IT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IT 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 IT 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