+506.8%
NTRA vs NVD
-99.1%
+605.9%
-39.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +4.5% | -5.7% | -0.5% |
| 7D | -0.5% | +9.0% | -9.5% | +1.0% |
| 30D | +4.3% | -5.5% | +9.8% | +3.9% |
| 3M | +50.6% | -24.6% | +75.3% | +45.9% |
| 6M | +63.9% | -42.1% | +106.0% | +54.3% |
| YTD | +42.4% | -44.3% | +86.7% | +34.4% |
| 1Y | +92.1% | -54.2% | +146.3% | +77.9% |
| 3Y | +501.7% | -99.1% | +600.9% | +252.9% |
| All | +506.8% | -99.1% | +605.9% | +255.8% |
Cumulative growth
Daily Returns
Daily percentage return beside NVD.
Daily Out/Under-Performance
Portfolio return minus NVD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVD 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 NVD 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