+497.4%
NTRA vs PODD
-23.0%
+520.4%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -2.3% | +1.1% | -0.6% |
| 7D | -0.5% | -10.6% | +10.1% | +2.7% |
| 30D | +4.3% | -6.9% | +11.2% | +6.3% |
| 3M | +50.6% | -10.6% | +61.3% | +52.7% |
| 6M | +63.9% | -43.5% | +107.4% | +91.5% |
| YTD | +42.4% | -52.6% | +95.0% | +75.6% |
| 1Y | +92.1% | -60.1% | +152.2% | +148.0% |
| All | +497.4% | -23.0% | +520.4% | +456.6% |
Cumulative growth
Daily Returns
Daily percentage return beside PODD.
Daily Out/Under-Performance
Portfolio return minus PODD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PODD 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 3y: compounded portfolio wealth divided by compounded PODD 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…
3y analysis · Full analysis span regression · 6 months rolling