+97.0%
NTRA vs RRX
+14.9%
+82.1%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.2% | 0.0% | +0.1% |
| 7D | +0.6% | +3.4% | -2.9% | +0.2% |
| 30D | +19.5% | -11.1% | +30.6% | +21.1% |
| 3M | +47.8% | -23.7% | +71.5% | +51.2% |
| 6M | +61.6% | -22.0% | +83.6% | +62.4% |
| YTD | +43.3% | +16.5% | +26.8% | +33.4% |
| 1Y | +97.0% | +11.5% | +85.5% | +84.7% |
| All | +97.0% | +14.9% | +82.1% | +84.7% |
Cumulative growth
Daily Returns
Daily percentage return beside RRX.
Daily Out/Under-Performance
Portfolio return minus RRX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRX 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 1y: compounded portfolio wealth divided by compounded RRX 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…
1y analysis · Full analysis span regression · 6 months rolling