+173.5%
NTRA vs PNC
+51.4%
+122.2%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.5% | +0.3% | +0.6% |
| 7D | +0.2% | -0.6% | +0.8% | +0.5% |
| 30D | +4.1% | -4.4% | +8.5% | +6.1% |
| 3M | +50.0% | +5.2% | +44.8% | +46.3% |
| 6M | +67.3% | +20.6% | +46.7% | +53.8% |
| YTD | +43.6% | +19.8% | +23.8% | +31.7% |
| 1Y | +89.2% | +24.4% | +64.8% | +70.1% |
| 3Y | +502.5% | +131.2% | +371.3% | +293.5% |
| All | +173.5% | +51.4% | +122.2% | +122.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling