+1,063.9%
NTRA vs KEEL
+294.5%
+769.5%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KEEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +3.8% | -2.9% | +0.5% |
| 7D | +0.2% | +2.9% | -2.7% | -0.1% |
| 30D | +4.1% | +0.8% | +3.3% | +3.6% |
| 3M | +50.0% | -35.3% | +85.4% | +54.4% |
| 6M | +67.3% | +59.4% | +7.9% | +55.6% |
| YTD | +43.6% | +51.9% | -8.3% | +33.0% |
| 1Y | +89.2% | +75.0% | +14.2% | +69.0% |
| 3Y | +502.5% | +224.5% | +278.0% | +367.8% |
| 5Y | +173.8% | -35.9% | +209.7% | +123.4% |
| All | +1,063.9% | +294.5% | +769.5% | +758.1% |
Cumulative growth
Daily Returns
Daily percentage return beside KEEL.
Daily Out/Under-Performance
Portfolio return minus KEEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KEEL 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 KEEL 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