+498.0%
NTRA vs ROIV
+253.6%
+244.4%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +18.8% | -20.0% | -7.7% |
| 7D | +1.1% | +20.2% | -19.1% | -6.0% |
| 30D | +0.6% | +14.1% | -13.5% | -4.7% |
| 3M | +51.8% | +45.6% | +6.2% | +32.4% |
| 6M | +63.6% | +44.1% | +19.5% | +42.8% |
| YTD | +41.5% | +91.2% | -49.7% | +11.9% |
| 1Y | +93.6% | +221.3% | -127.7% | +27.6% |
| 3Y | +498.0% | +229.2% | +268.8% | +262.2% |
| All | +498.0% | +253.6% | +244.4% | +262.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ROIV.
Daily Out/Under-Performance
Portfolio return minus ROIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROIV 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 ROIV 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