+1,672.7%
NTRA vs PTC
+374.9%
+1,297.8%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -12.5% |
| 6M | +63.4% | +39.2% | +24.2% | +29.6% |
| YTD | +39.3% | +12.5% | +26.8% | +24.1% |
| 1Y | +59.0% | +12.3% | +46.7% | +41.5% |
| 3Y | +557.4% | +28.8% | +528.5% | +414.0% |
| 5Y | +177.4% | +60.9% | +116.5% | +86.3% |
| 10Y | +2,761.8% | +316.6% | +2,445.2% | +1,116.1% |
| All | +1,672.7% | +374.9% | +1,297.8% | +586.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling