+99.0%
NTRA vs PNC
+32.8%
+66.3%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.8% | -1.1% | +0.1% |
| 7D | -7.9% | +2.3% | -10.1% | -8.5% |
| 30D | -8.1% | +7.0% | -15.1% | -10.0% |
| 3M | +42.1% | -7.3% | +49.4% | +46.1% |
| 6M | +84.8% | +8.9% | +75.9% | +76.9% |
| YTD | +70.7% | +15.5% | +55.2% | +60.3% |
| 1Y | +99.0% | +31.8% | +67.2% | +79.5% |
| All | +99.0% | +32.8% | +66.3% | +79.5% |
Cumulative growth
Daily Returns
Daily percentage return beside PNC.
Daily Out/Under-Performance
Portfolio return minus PNC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PNC 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 PNC 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