+2,650.8%
NTRA vs PTC
+312.5%
+2,338.3%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.1% | -1.1% | -1.1% |
| 7D | +2.7% | +0.5% | +2.2% | +2.5% |
| 30D | -19.2% | +1.2% | -20.4% | -19.7% |
| 3M | +2.7% | +27.4% | -24.7% | -13.0% |
| 6M | +63.4% | +39.2% | +24.2% | +28.4% |
| YTD | +39.3% | +12.5% | +26.8% | +23.6% |
| 1Y | +59.0% | +12.3% | +46.7% | +40.9% |
| 3Y | +557.4% | +28.8% | +528.5% | +406.6% |
| 5Y | +177.4% | +60.9% | +116.5% | +81.4% |
| All | +2,650.8% | +312.5% | +2,338.3% | +1,008.6% |
Cumulative growth
Daily Returns
Daily percentage return beside PTC.
Daily Out/Under-Performance
Portfolio return minus PTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PTC 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 PTC 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