+502.5%
NTRA vs MDY
+48.5%
+454.1%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.8% | 0.0% | 0.0% |
| 7D | +0.2% | -1.9% | +2.1% | +2.2% |
| 30D | +4.1% | -4.6% | +8.7% | +9.3% |
| 3M | +50.0% | -1.2% | +51.3% | +52.2% |
| 6M | +67.3% | +9.2% | +58.1% | +53.8% |
| YTD | +43.6% | +13.1% | +30.5% | +27.1% |
| 1Y | +89.2% | +13.0% | +76.2% | +67.5% |
| 3Y | +502.5% | +49.2% | +453.3% | +264.8% |
| All | +502.5% | +48.5% | +454.1% | +264.8% |
Cumulative growth
Daily Returns
Daily percentage return beside MDY.
Daily Out/Under-Performance
Portfolio return minus MDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDY 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 3y: compounded portfolio wealth divided by compounded MDY 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…
3y analysis · Full analysis span regression · 6 months rolling