+97.0%
NTRA vs LPLA
+0.7%
+96.3%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.3% | +0.5% | +0.2% |
| 7D | +0.6% | -3.1% | +3.7% | +0.9% |
| 30D | +19.5% | -0.1% | +19.6% | +19.4% |
| 3M | +47.8% | +23.2% | +24.5% | +43.9% |
| 6M | +61.6% | +15.5% | +46.1% | +59.3% |
| YTD | +43.3% | +0.9% | +42.4% | +43.7% |
| 1Y | +97.0% | +0.2% | +96.9% | +92.5% |
| All | +97.0% | +0.7% | +96.3% | +92.5% |
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