+497.4%
NTRA vs RMD
+50.8%
+446.7%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.2% | -1.1% | -1.2% |
| 7D | -0.5% | -4.2% | +3.7% | +0.5% |
| 30D | +4.3% | -2.1% | +6.4% | +4.7% |
| 3M | +50.6% | +13.8% | +36.9% | +44.5% |
| 6M | +63.9% | -10.6% | +74.6% | +67.6% |
| YTD | +42.4% | -8.1% | +50.5% | +44.0% |
| 1Y | +92.1% | -18.0% | +110.0% | +100.2% |
| All | +497.4% | +50.8% | +446.7% | +362.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling