+497.4%
NTRA vs RGEN
+1.9%
+495.6%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.2% | -1.0% | -1.2% |
| 7D | -0.5% | -2.9% | +2.4% | +0.5% |
| 30D | +4.3% | -0.1% | +4.3% | +4.1% |
| 3M | +50.6% | +25.9% | +24.7% | +38.3% |
| 6M | +63.9% | +35.2% | +28.7% | +46.5% |
| YTD | +42.4% | +0.5% | +41.9% | +39.3% |
| 1Y | +92.1% | +37.0% | +55.1% | +70.8% |
| All | +497.4% | +1.9% | +495.6% | +409.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling