+3,059.8%
NTRA vs PNR
+66.2%
+2,993.6%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.3% | +1.1% | +1.0% |
| 7D | +0.2% | -6.0% | +6.3% | +3.7% |
| 30D | +4.1% | -14.0% | +18.1% | +13.0% |
| 3M | +50.0% | -21.7% | +71.7% | +68.2% |
| 6M | +67.3% | -37.3% | +104.6% | +113.3% |
| YTD | +43.6% | -45.1% | +88.7% | +95.7% |
| 1Y | +89.2% | -49.1% | +138.4% | +169.4% |
| 3Y | +502.5% | -14.8% | +517.4% | +510.1% |
| 5Y | +173.8% | -21.0% | +194.8% | +181.4% |
| All | +3,059.8% | +66.2% | +2,993.6% | +1,836.7% |
Cumulative growth
Daily Returns
Daily percentage return beside PNR.
Daily Out/Under-Performance
Portfolio return minus PNR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PNR 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 10y: compounded portfolio wealth divided by compounded PNR 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…
10y analysis · Full analysis span regression · 6 months rolling