+1,700.8%
NTRA vs RVTY
+148.3%
+1,552.5%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.4% | +1.2% | +0.4% |
| 7D | +1.1% | +0.4% | +0.7% | +0.7% |
| 30D | +0.6% | +10.8% | -10.2% | -6.2% |
| 3M | +51.8% | +26.8% | +25.1% | +28.6% |
| 6M | +63.6% | +39.3% | +24.3% | +29.5% |
| YTD | +41.5% | +31.6% | +9.9% | +15.1% |
| 1Y | +93.6% | +47.7% | +45.9% | +44.0% |
| 3Y | +498.0% | +19.9% | +478.1% | +375.5% |
| 5Y | +172.5% | -32.3% | +204.8% | +231.7% |
| 10Y | +2,960.8% | +138.4% | +2,822.4% | +1,261.9% |
| All | +1,700.8% | +148.3% | +1,552.5% | +678.3% |
Cumulative growth
Daily Returns
Daily percentage return beside RVTY.
Daily Out/Under-Performance
Portfolio return minus RVTY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVTY 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 RVTY 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