+89.2%
NTRA vs PTC
-36.4%
+125.7%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.6% | -0.7% | +0.5% |
| 7D | +0.2% | -7.3% | +7.5% | +1.7% |
| 30D | +4.1% | -11.6% | +15.7% | +6.4% |
| 3M | +50.0% | +10.5% | +39.6% | +45.1% |
| 6M | +67.3% | -17.8% | +85.1% | +77.1% |
| YTD | +43.6% | -24.9% | +68.5% | +58.2% |
| 1Y | +89.2% | -36.8% | +126.1% | +142.9% |
| All | +89.2% | -36.4% | +125.7% | +142.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling