+1,700.8%
NTRA vs RMD
+347.1%
+1,353.7%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -3.2% | +2.0% | 0.0% |
| 7D | +1.1% | -4.5% | +5.5% | +2.9% |
| 30D | +0.6% | +4.6% | -4.0% | -1.3% |
| 3M | +51.8% | +14.8% | +37.1% | +42.1% |
| 6M | +63.6% | -12.1% | +75.7% | +70.4% |
| YTD | +41.5% | -7.5% | +49.0% | +43.6% |
| 1Y | +93.6% | -20.1% | +113.7% | +108.4% |
| 3Y | +498.0% | +53.9% | +444.2% | +362.1% |
| 5Y | +172.5% | -22.2% | +194.7% | +179.7% |
| 10Y | +2,960.8% | +268.2% | +2,692.6% | +1,424.2% |
| All | +1,700.8% | +347.1% | +1,353.7% | +701.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling