+3,059.8%
NTRA vs RY
+377.3%
+2,682.5%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | 0.0% | +0.9% | +0.9% |
| 7D | +0.2% | -2.2% | +2.5% | +2.0% |
| 30D | +4.1% | -3.6% | +7.7% | +6.9% |
| 3M | +50.0% | +3.9% | +46.1% | +44.9% |
| 6M | +67.3% | +26.4% | +40.9% | +39.2% |
| YTD | +43.6% | +22.3% | +21.3% | +22.1% |
| 1Y | +89.2% | +43.7% | +45.5% | +42.0% |
| 3Y | +502.5% | +154.0% | +348.6% | +185.5% |
| 5Y | +173.8% | +137.6% | +36.2% | +33.4% |
| All | +3,059.8% | +377.3% | +2,682.5% | +815.2% |
Cumulative growth
Daily Returns
Daily percentage return beside RY.
Daily Out/Under-Performance
Portfolio return minus RY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RY 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 10y: compounded portfolio wealth divided by compounded RY 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…
10y analysis · Full analysis span regression · 6 months rolling