+497.4%
NTRA vs RRC
+31.5%
+466.0%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.3% | -1.6% | -1.3% |
| 7D | -0.5% | -1.2% | +0.7% | -0.3% |
| 30D | +4.3% | +3.0% | +1.3% | +3.8% |
| 3M | +50.6% | +7.3% | +43.4% | +48.8% |
| 6M | +63.9% | +3.6% | +60.4% | +61.6% |
| YTD | +42.4% | +19.4% | +23.0% | +35.2% |
| 1Y | +92.1% | +21.4% | +70.7% | +80.5% |
| All | +497.4% | +31.5% | +466.0% | +433.2% |
Cumulative growth
Daily Returns
Daily percentage return beside RRC.
Daily Out/Under-Performance
Portfolio return minus RRC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRC 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 RRC 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