+173.5%
NTRA vs LEN
-11.2%
+184.7%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +2.2% | -1.3% | -0.1% |
| 7D | +0.2% | -4.8% | +5.0% | +2.3% |
| 30D | +4.1% | -6.6% | +10.7% | +7.0% |
| 3M | +50.0% | -15.7% | +65.7% | +60.7% |
| 6M | +67.3% | -16.6% | +83.9% | +79.3% |
| YTD | +43.6% | -21.3% | +64.9% | +55.3% |
| 1Y | +89.2% | -42.0% | +131.3% | +133.8% |
| 3Y | +502.5% | -27.9% | +530.5% | +494.7% |
| All | +173.5% | -11.2% | +184.7% | +119.0% |
Cumulative growth
Daily Returns
Daily percentage return beside LEN.
Daily Out/Under-Performance
Portfolio return minus LEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LEN 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 LEN 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