+99.0%
NTRA vs LPLA
-16.5%
+115.5%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +4.6% | -4.0% | +0.7% |
| 7D | -7.9% | +15.7% | -23.6% | -7.8% |
| 30D | -8.1% | -6.2% | -2.0% | -7.7% |
| 3M | +42.1% | -12.0% | +54.1% | +43.3% |
| 6M | +84.8% | -2.7% | +87.6% | +85.5% |
| YTD | +70.7% | -12.5% | +83.2% | +73.2% |
| 1Y | +99.0% | -16.5% | +115.6% | +101.8% |
| All | +99.0% | -16.5% | +115.5% | +101.8% |
Cumulative growth
Daily Returns
Daily percentage return beside LPLA.
Daily Out/Under-Performance
Portfolio return minus LPLA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LPLA 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 LPLA 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