+175.1%
NTRA vs RY
+139.4%
+35.7%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -1.0% | +3.0% | +2.6% |
| 7D | +1.6% | -0.5% | +2.1% | +1.9% |
| 30D | +3.8% | -1.9% | +5.6% | +4.9% |
| 3M | +48.2% | +5.1% | +43.1% | +42.8% |
| 6M | +61.0% | +28.2% | +32.8% | +36.5% |
| YTD | +44.2% | +22.9% | +21.3% | +25.3% |
| 1Y | +87.3% | +45.5% | +41.8% | +46.0% |
| 3Y | +509.4% | +156.7% | +352.7% | +231.1% |
| 5Y | +175.1% | +137.7% | +37.4% | +53.5% |
| All | +175.1% | +139.4% | +35.7% | +53.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling