+244.5%
NTRA vs ROIV
+276.5%
-32.0%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.2% | 0.0% | -0.9% |
| 7D | +2.7% | +1.7% | +1.0% | +2.3% |
| 30D | -19.2% | +17.6% | -36.7% | -22.4% |
| 3M | +2.7% | +9.0% | -6.3% | -0.4% |
| 6M | +63.4% | +35.3% | +28.1% | +50.6% |
| YTD | +39.3% | +82.2% | -42.9% | +19.6% |
| 1Y | +59.0% | +92.3% | -33.3% | +34.7% |
| 3Y | +557.4% | +336.8% | +220.6% | +363.0% |
| 5Y | +177.4% | +370.6% | -193.2% | +59.1% |
| All | +244.5% | +276.5% | -32.0% | +102.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling