+89.2%
NTRA vs OVV
+54.4%
+34.8%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.5% | +1.3% | +0.7% |
| 7D | +0.2% | -1.7% | +1.9% | -0.2% |
| 30D | +4.1% | +0.8% | +3.3% | +4.3% |
| 3M | +50.0% | +13.3% | +36.8% | +55.6% |
| 6M | +67.3% | +16.9% | +50.4% | +73.7% |
| YTD | +43.6% | +64.3% | -20.7% | +50.2% |
| 1Y | +89.2% | +54.2% | +35.1% | +94.7% |
| All | +89.2% | +54.4% | +34.8% | +94.7% |
Cumulative growth
Daily Returns
Daily percentage return beside OVV.
Daily Out/Under-Performance
Portfolio return minus OVV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OVV 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 OVV 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