+178.0%
NTRA vs RY
+126.1%
+51.9%
-75.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +0.6% | +2.0% | +2.1% |
| 7D | -18.2% | -3.0% | -15.2% | -16.4% |
| 30D | -19.6% | +6.3% | -25.9% | -22.5% |
| 3M | +2.3% | -2.6% | +4.9% | +4.0% |
| 6M | +60.6% | +13.9% | +46.7% | +46.9% |
| YTD | +39.6% | +21.7% | +17.9% | +22.2% |
| 1Y | +54.7% | +40.4% | +14.3% | +23.3% |
| 3Y | +584.3% | +161.3% | +422.9% | +267.5% |
| All | +178.0% | +126.1% | +51.9% | +60.3% |
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