+99.0%
NTRA vs RSG
+19.5%
+79.5%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RSG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.0% | -0.4% | +0.6% |
| 7D | -7.9% | +5.1% | -13.0% | -7.9% |
| 30D | -8.1% | +15.3% | -23.4% | -9.0% |
| 3M | +42.1% | +18.6% | +23.5% | +40.6% |
| 6M | +84.8% | +19.5% | +65.3% | +81.0% |
| YTD | +70.7% | +17.2% | +53.5% | +69.8% |
| 1Y | +99.0% | +19.6% | +79.5% | +98.8% |
| All | +99.0% | +19.5% | +79.5% | +98.8% |
Cumulative growth
Daily Returns
Daily percentage return beside RSG.
Daily Out/Under-Performance
Portfolio return minus RSG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RSG 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 RSG 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