+180.7%
NTRA vs ROIV
+413.4%
-232.6%
-75.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -4.4% | +5.4% | +2.1% |
| 7D | -11.2% | +9.2% | -20.4% | -13.5% |
| 30D | -18.4% | +19.9% | -38.3% | -22.4% |
| 3M | +2.2% | +10.6% | -8.4% | -1.6% |
| 6M | +58.1% | +36.1% | +22.1% | +44.4% |
| YTD | +41.0% | +84.3% | -43.3% | +18.7% |
| 1Y | +54.1% | +87.6% | -33.4% | +29.1% |
| 3Y | +590.9% | +353.9% | +237.0% | +363.6% |
| 5Y | +180.7% | +376.1% | -195.4% | +44.5% |
| All | +180.7% | +413.4% | -232.6% | +44.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling