+502.5%
NTRA vs RUN
-39.0%
+541.5%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.8% | +1.7% | +0.9% |
| 7D | +0.2% | -3.7% | +3.9% | +0.5% |
| 30D | +4.1% | -13.0% | +17.1% | +5.3% |
| 3M | +50.0% | -31.8% | +81.8% | +54.6% |
| 6M | +67.3% | -32.2% | +99.5% | +72.0% |
| YTD | +43.6% | -53.5% | +97.1% | +50.2% |
| 1Y | +89.2% | -46.5% | +135.8% | +95.0% |
| 3Y | +502.5% | -37.6% | +540.2% | +412.9% |
| All | +502.5% | -39.0% | +541.5% | +412.9% |
Cumulative growth
Daily Returns
Daily percentage return beside RUN.
Daily Out/Under-Performance
Portfolio return minus RUN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RUN 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 RUN 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