+97.0%
NTRA vs PEG
-7.0%
+104.0%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PEG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.1% | +0.3% | +0.2% |
| 7D | +0.6% | +0.7% | -0.1% | +0.4% |
| 30D | +19.5% | -2.4% | +21.9% | +20.2% |
| 3M | +47.8% | -4.8% | +52.6% | +48.9% |
| 6M | +61.6% | -10.7% | +72.3% | +64.1% |
| YTD | +43.3% | -6.7% | +49.9% | +45.3% |
| 1Y | +97.0% | -6.8% | +103.9% | +101.6% |
| All | +97.0% | -7.0% | +104.0% | +101.6% |
Cumulative growth
Daily Returns
Daily percentage return beside PEG.
Daily Out/Under-Performance
Portfolio return minus PEG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PEG 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 PEG 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