+97.0%
NTRA vs S
+10.1%
+86.9%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | S | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.4% | -0.2% | +0.1% |
| 7D | +0.6% | -7.7% | +8.3% | +1.5% |
| 30D | +19.5% | -5.3% | +24.8% | +19.8% |
| 3M | +47.8% | +20.3% | +27.5% | +43.4% |
| 6M | +61.6% | +47.4% | +14.3% | +49.1% |
| YTD | +43.3% | +32.5% | +10.7% | +34.5% |
| 1Y | +97.0% | +9.5% | +87.5% | +92.3% |
| All | +97.0% | +10.1% | +86.9% | +92.3% |
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