+175.1%
NTRA vs ROIV
+319.8%
-144.7%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.8% | +1.1% | +1.7% |
| 7D | +1.6% | +22.3% | -20.7% | -3.7% |
| 30D | +3.8% | +16.9% | -13.1% | -0.6% |
| 3M | +48.2% | +43.9% | +4.3% | +35.5% |
| 6M | +61.0% | +41.6% | +19.4% | +47.6% |
| YTD | +44.2% | +92.7% | -48.5% | +22.7% |
| 1Y | +87.3% | +210.2% | -122.9% | +43.0% |
| 3Y | +509.4% | +231.8% | +277.6% | +349.4% |
| 5Y | +175.1% | +319.8% | -144.7% | +48.4% |
| All | +175.1% | +319.8% | -144.7% | +48.4% |
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