+1,727.4%
NTRA vs PSLV
+243.4%
+1,483.9%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PSLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.3% | +0.6% | +0.8% |
| 7D | +0.2% | -3.5% | +3.7% | +1.1% |
| 30D | +4.1% | -2.1% | +6.3% | +4.6% |
| 3M | +50.0% | -1.6% | +51.7% | +50.0% |
| 6M | +67.3% | -25.5% | +92.8% | +78.3% |
| YTD | +43.6% | -11.4% | +55.0% | +39.1% |
| 1Y | +89.2% | +48.6% | +40.7% | +53.4% |
| 3Y | +502.5% | +166.9% | +335.7% | +290.1% |
| 5Y | +173.8% | +152.4% | +21.4% | +79.2% |
| 10Y | +3,189.3% | +187.8% | +3,001.5% | +1,744.1% |
| All | +1,727.4% | +243.4% | +1,483.9% | +965.2% |
Cumulative growth
Daily Returns
Daily percentage return beside PSLV.
Daily Out/Under-Performance
Portfolio return minus PSLV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSLV 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 all: compounded portfolio wealth divided by compounded PSLV 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…
all analysis · Full analysis span regression · 6 months rolling