+557.4%
NTRA vs S
+41.6%
+515.8%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | S | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.4% | -0.8% | -1.1% |
| 7D | +2.7% | +2.0% | +0.7% | +2.1% |
| 30D | -19.2% | -2.7% | -16.4% | -18.7% |
| 3M | +2.7% | -6.9% | +9.6% | +3.5% |
| 6M | +63.4% | +38.1% | +25.3% | +46.8% |
| YTD | +39.3% | +48.0% | -8.7% | +20.9% |
| 1Y | +59.0% | +34.5% | +24.5% | +41.1% |
| 3Y | +557.4% | +38.3% | +519.1% | +485.7% |
| All | +557.4% | +41.6% | +515.8% | +485.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling