+175.1%
NTRA vs PTC
-0.9%
+176.1%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -3.3% | +5.2% | +3.5% |
| 7D | +1.6% | -13.6% | +15.2% | +8.7% |
| 30D | +3.8% | -14.7% | +18.4% | +11.4% |
| 3M | +48.2% | -5.9% | +54.1% | +49.4% |
| 6M | +61.0% | -21.1% | +82.1% | +78.4% |
| YTD | +44.2% | -26.0% | +70.2% | +64.8% |
| 1Y | +87.3% | -36.8% | +124.1% | +133.7% |
| 3Y | +509.4% | -10.3% | +519.7% | +465.9% |
| 5Y | +175.1% | +1.2% | +173.9% | +134.9% |
| All | +175.1% | -0.9% | +176.1% | +134.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling