+3,059.8%
NTRA vs RCAT
-98.5%
+3,158.3%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.5% | +2.3% | +0.9% |
| 7D | +0.2% | -4.9% | +5.1% | +0.3% |
| 30D | +4.1% | -22.9% | +27.0% | +4.6% |
| 3M | +50.0% | -33.7% | +83.8% | +51.0% |
| 6M | +67.3% | -50.7% | +118.0% | +68.8% |
| YTD | +43.6% | +0.4% | +43.2% | +42.8% |
| 1Y | +89.2% | -27.6% | +116.9% | +88.8% |
| 3Y | +502.5% | +753.2% | -250.6% | +468.0% |
| 5Y | +173.8% | +183.3% | -9.5% | +159.9% |
| All | +3,059.8% | -98.5% | +3,158.3% | +2,609.0% |
Cumulative growth
Daily Returns
Daily percentage return beside RCAT.
Daily Out/Under-Performance
Portfolio return minus RCAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RCAT 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 RCAT 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