+173.5%
NTRA vs RCAT
+182.3%
-8.7%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.5% | +2.3% | +1.0% |
| 7D | +0.2% | -4.9% | +5.1% | +0.6% |
| 30D | +4.1% | -22.9% | +27.0% | +6.2% |
| 3M | +50.0% | -33.7% | +83.8% | +54.1% |
| 6M | +67.3% | -50.7% | +118.0% | +73.6% |
| YTD | +43.6% | +0.4% | +43.2% | +39.8% |
| 1Y | +89.2% | -27.6% | +116.9% | +86.6% |
| 3Y | +502.5% | +753.2% | -250.6% | +361.5% |
| All | +173.5% | +182.3% | -8.7% | +122.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling