+1,711.9%
NTRA vs PEG
+172.4%
+1,539.5%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PEG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.2% | -1.1% | -1.2% |
| 7D | -0.5% | -0.9% | +0.4% | -0.1% |
| 30D | +4.3% | -2.8% | +7.0% | +5.4% |
| 3M | +50.6% | -6.9% | +57.6% | +54.8% |
| 6M | +63.9% | -11.4% | +75.3% | +71.7% |
| YTD | +42.4% | -7.4% | +49.7% | +46.2% |
| 1Y | +92.1% | -8.3% | +100.4% | +97.6% |
| 3Y | +501.7% | +31.5% | +470.2% | +430.0% |
| 5Y | +171.4% | +38.0% | +133.5% | +132.3% |
| 10Y | +3,161.4% | +148.3% | +3,013.1% | +2,337.0% |
| All | +1,711.9% | +172.4% | +1,539.5% | +1,161.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling