+3,059.8%
NTRA vs RGEN
+415.7%
+2,644.0%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.3% | +0.6% | +0.7% |
| 7D | +0.2% | -1.4% | +1.7% | +0.9% |
| 30D | +4.1% | -0.3% | +4.4% | +4.0% |
| 3M | +50.0% | +23.9% | +26.2% | +34.0% |
| 6M | +67.3% | +38.5% | +28.8% | +41.2% |
| YTD | +43.6% | +0.8% | +42.8% | +40.3% |
| 1Y | +89.2% | +38.2% | +51.0% | +57.9% |
| 3Y | +502.5% | +1.3% | +501.2% | +422.6% |
| 5Y | +173.8% | -44.0% | +217.8% | +200.2% |
| All | +3,059.8% | +415.7% | +2,644.0% | +1,101.6% |
Cumulative growth
Daily Returns
Daily percentage return beside RGEN.
Daily Out/Under-Performance
Portfolio return minus RGEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RGEN 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 RGEN 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