+565.3%
NTRA vs ROIV
+362.8%
+202.5%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -4.4% | +5.4% | +2.6% |
| 7D | -11.2% | +9.2% | -20.4% | -14.6% |
| 30D | -18.4% | +19.9% | -38.3% | -24.3% |
| 3M | +2.2% | +10.6% | -8.4% | -3.5% |
| 6M | +58.1% | +36.1% | +22.1% | +36.8% |
| YTD | +41.0% | +84.3% | -43.3% | +7.3% |
| 1Y | +54.1% | +87.6% | -33.4% | +16.1% |
| All | +565.3% | +362.8% | +202.5% | +221.6% |
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