+173.5%
NTRA vs PODD
-55.4%
+229.0%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -2.0% | +2.9% | +1.7% |
| 7D | +0.2% | -10.5% | +10.8% | +5.0% |
| 30D | +4.1% | -9.0% | +13.1% | +8.0% |
| 3M | +50.0% | -11.5% | +61.6% | +53.9% |
| 6M | +67.3% | -44.7% | +112.0% | +111.5% |
| YTD | +43.6% | -53.6% | +97.2% | +96.7% |
| 1Y | +89.2% | -61.0% | +150.2% | +178.1% |
| 3Y | +502.5% | -24.7% | +527.3% | +489.3% |
| All | +173.5% | -55.4% | +229.0% | +267.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling