+2,684.0%
NTRA vs RACE
+717.8%
+1,966.1%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -2.5% | +3.4% | +2.3% |
| 7D | -11.2% | -4.0% | -7.2% | -9.1% |
| 30D | -18.4% | +3.5% | -21.9% | -19.9% |
| 3M | +2.2% | -0.4% | +2.6% | +2.1% |
| 6M | +58.1% | +23.2% | +35.0% | +39.6% |
| YTD | +41.0% | +11.0% | +30.0% | +30.3% |
| 1Y | +54.1% | -2.2% | +56.4% | +52.8% |
| 3Y | +590.9% | +22.5% | +568.4% | +454.0% |
| 5Y | +180.7% | +63.2% | +117.6% | +83.6% |
| All | +2,684.0% | +717.8% | +1,966.1% | +806.9% |
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