+505.1%
NTRA vs PTC
-10.6%
+515.6%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -3.3% | +5.2% | +2.9% |
| 7D | +1.6% | -13.6% | +15.2% | +6.0% |
| 30D | +3.8% | -14.7% | +18.4% | +8.5% |
| 3M | +48.2% | -5.9% | +54.1% | +49.4% |
| 6M | +61.0% | -21.1% | +82.1% | +73.2% |
| YTD | +44.2% | -26.0% | +70.2% | +58.6% |
| 1Y | +87.3% | -36.8% | +124.1% | +118.8% |
| All | +505.1% | -10.6% | +515.6% | +457.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling