+99.0%
NTRA vs RRX
+30.0%
+69.0%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -3.6% | +4.3% | +1.0% |
| 7D | -7.9% | +7.6% | -15.5% | -8.5% |
| 30D | -8.1% | +7.5% | -15.6% | -8.8% |
| 3M | +42.1% | -21.0% | +63.1% | +44.4% |
| 6M | +84.8% | -18.1% | +102.9% | +85.5% |
| YTD | +70.7% | +24.3% | +46.4% | +66.5% |
| 1Y | +99.0% | +29.3% | +69.7% | +93.0% |
| All | +99.0% | +30.0% | +69.0% | +93.0% |
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