+3,373.4%
NTRA vs NTR
+97.9%
+3,275.4%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.4% | +1.2% | +1.0% |
| 7D | +0.2% | -1.3% | +1.5% | +0.7% |
| 30D | +4.1% | +16.8% | -12.7% | -1.6% |
| 3M | +50.0% | +20.7% | +29.3% | +39.0% |
| 6M | +67.3% | +0.5% | +66.8% | +63.6% |
| YTD | +43.6% | +29.2% | +14.4% | +25.8% |
| 1Y | +89.2% | +39.6% | +49.7% | +59.3% |
| 3Y | +502.5% | +37.9% | +464.7% | +394.3% |
| 5Y | +173.8% | +47.1% | +126.7% | +89.3% |
| All | +3,373.4% | +97.9% | +3,275.4% | +1,753.1% |
Cumulative growth
Daily Returns
Daily percentage return beside NTR.
Daily Out/Under-Performance
Portfolio return minus NTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NTR 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 NTR 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