+2,650.8%
NTRA vs RACE
+729.2%
+1,921.6%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.4% | -2.6% | -2.0% |
| 7D | +2.7% | -1.2% | +3.9% | +3.4% |
| 30D | -19.2% | +6.1% | -25.3% | -21.7% |
| 3M | +2.7% | -0.3% | +3.0% | +2.5% |
| 6M | +63.4% | +23.4% | +39.9% | +44.1% |
| YTD | +39.3% | +12.5% | +26.8% | +27.8% |
| 1Y | +59.0% | -0.5% | +59.5% | +56.0% |
| 3Y | +557.4% | +23.6% | +533.8% | +424.8% |
| 5Y | +177.4% | +65.4% | +111.9% | +80.0% |
| All | +2,650.8% | +729.2% | +1,921.6% | +789.2% |
Cumulative growth
Daily Returns
Daily percentage return beside RACE.
Daily Out/Under-Performance
Portfolio return minus RACE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RACE 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 RACE 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