+89.2%
NTRA vs RMD
-18.7%
+108.0%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.6% | +1.5% | +0.9% |
| 7D | +0.2% | -4.4% | +4.6% | +0.7% |
| 30D | +4.1% | -3.1% | +7.2% | +4.4% |
| 3M | +50.0% | +13.8% | +36.3% | +43.4% |
| 6M | +67.3% | -8.6% | +75.9% | +68.8% |
| YTD | +43.6% | -8.6% | +52.2% | +44.2% |
| 1Y | +89.2% | -19.7% | +108.9% | +102.6% |
| All | +89.2% | -18.7% | +108.0% | +102.6% |
Cumulative growth
Daily Returns
Daily percentage return beside RMD.
Daily Out/Under-Performance
Portfolio return minus RMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RMD 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 1y: compounded portfolio wealth divided by compounded RMD 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…
1y analysis · Full analysis span regression · 6 months rolling