+89.2%
NTRA vs S
+8.9%
+80.3%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | S | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.3% | +1.2% | +0.9% |
| 7D | +0.2% | -0.7% | +0.9% | +0.3% |
| 30D | +4.1% | -11.4% | +15.5% | +5.5% |
| 3M | +50.0% | +33.8% | +16.2% | +43.7% |
| 6M | +67.3% | +39.5% | +27.8% | +55.4% |
| YTD | +43.6% | +31.7% | +11.9% | +34.8% |
| 1Y | +89.2% | +7.0% | +82.3% | +88.0% |
| All | +89.2% | +8.9% | +80.3% | +88.0% |
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