+1,723.2%
NTRA vs RY
+413.5%
+1,309.7%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.7% | +0.9% | +0.7% |
| 7D | +0.6% | +3.1% | -2.5% | -1.6% |
| 30D | +19.5% | -0.3% | +19.8% | +19.6% |
| 3M | +47.8% | +8.7% | +39.1% | +38.8% |
| 6M | +61.6% | +28.5% | +33.1% | +34.9% |
| YTD | +43.3% | +25.1% | +18.1% | +21.6% |
| 1Y | +97.0% | +46.3% | +50.7% | +49.5% |
| 3Y | +424.9% | +154.9% | +270.0% | +165.7% |
| 5Y | +165.2% | +140.3% | +24.9% | +37.3% |
| 10Y | +3,114.3% | +377.0% | +2,737.3% | +987.3% |
| All | +1,723.2% | +413.5% | +1,309.7% | +570.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling