+99.0%
NTRA vs S
+36.5%
+62.6%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | S | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.6% | -1.0% | +0.4% |
| 7D | -7.9% | -8.2% | +0.3% | -6.7% |
| 30D | -8.1% | -7.6% | -0.5% | -7.2% |
| 3M | +42.1% | +12.0% | +30.1% | +39.6% |
| 6M | +84.8% | +50.6% | +34.3% | +74.1% |
| YTD | +70.7% | +56.6% | +14.1% | +57.6% |
| 1Y | +99.0% | +39.2% | +59.8% | +84.7% |
| All | +99.0% | +36.5% | +62.6% | +84.7% |
Cumulative growth
Daily Returns
Daily percentage return beside S.
Daily Out/Under-Performance
Portfolio return minus S return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × S 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 1y: compounded portfolio wealth divided by compounded S 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…
1y analysis · Full analysis span regression · 6 months rolling