+1,735.1%
NTRA vs RGEN
+295.7%
+1,439.3%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -2.1% | +4.0% | +2.8% |
| 7D | +1.6% | -4.6% | +6.1% | +3.6% |
| 30D | +3.8% | +1.2% | +2.6% | +3.0% |
| 3M | +48.2% | +26.8% | +21.4% | +31.9% |
| 6M | +61.0% | +29.1% | +31.9% | +41.6% |
| YTD | +44.2% | +0.7% | +43.5% | +41.2% |
| 1Y | +87.3% | +39.1% | +48.2% | +57.5% |
| 3Y | +509.4% | +2.2% | +507.2% | +432.8% |
| 5Y | +175.1% | -44.0% | +219.1% | +199.0% |
| 10Y | +3,203.1% | +412.7% | +2,790.4% | +1,380.0% |
| All | +1,735.1% | +295.7% | +1,439.3% | +881.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling