+3,032.9%
NTRA vs RACE
+832.2%
+2,200.7%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +1.6% | -2.8% | -2.1% |
| 7D | -0.5% | -2.2% | +1.8% | +0.7% |
| 30D | +4.3% | -0.4% | +4.7% | +4.3% |
| 3M | +50.6% | +17.9% | +32.7% | +36.6% |
| 6M | +63.9% | +19.3% | +44.7% | +47.5% |
| YTD | +42.4% | +11.9% | +30.5% | +31.3% |
| 1Y | +92.1% | -12.7% | +104.8% | +100.3% |
| 3Y | +501.7% | +41.1% | +460.6% | +339.9% |
| 5Y | +171.4% | +94.1% | +77.4% | +60.5% |
| All | +3,032.9% | +832.2% | +2,200.7% | +746.6% |
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