+1,727.4%
NTRA vs RRX
+166.3%
+1,561.1%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +3.7% | -2.8% | -0.7% |
| 7D | +0.2% | -0.3% | +0.6% | +0.3% |
| 30D | +4.1% | -6.1% | +10.2% | +6.8% |
| 3M | +50.0% | -23.1% | +73.1% | +63.9% |
| 6M | +67.3% | -19.5% | +86.8% | +75.4% |
| YTD | +43.6% | +16.1% | +27.5% | +23.9% |
| 1Y | +89.2% | +12.9% | +76.3% | +64.0% |
| 3Y | +502.5% | +7.9% | +494.6% | +391.0% |
| 5Y | +173.8% | +19.1% | +154.7% | +104.2% |
| 10Y | +3,189.3% | +225.8% | +2,963.5% | +1,203.5% |
| All | +1,727.4% | +166.3% | +1,561.1% | +674.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling