+172.5%
NTRA vs RACE
+92.4%
+80.0%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.0% | -0.3% | -0.7% |
| 7D | +1.1% | -1.0% | +2.1% | +1.6% |
| 30D | +0.6% | -1.5% | +2.2% | +1.3% |
| 3M | +51.8% | +15.5% | +36.4% | +40.3% |
| 6M | +63.6% | +17.3% | +46.3% | +49.6% |
| YTD | +41.5% | +11.1% | +30.4% | +31.8% |
| 1Y | +93.6% | -14.3% | +107.9% | +104.6% |
| 3Y | +498.0% | +40.2% | +457.9% | +311.2% |
| 5Y | +172.5% | +92.6% | +79.9% | +60.4% |
| All | +172.5% | +92.4% | +80.0% | +60.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling