+92.1%
NTRA vs SIMO
+220.5%
-128.4%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -4.5% | +3.2% | -1.1% |
| 7D | -0.5% | +12.5% | -13.0% | -0.9% |
| 30D | +4.3% | +18.4% | -14.1% | +3.7% |
| 3M | +50.6% | +5.6% | +45.0% | +49.4% |
| 6M | +63.9% | +116.9% | -53.0% | +53.2% |
| YTD | +42.4% | +188.4% | -146.0% | +24.0% |
| 1Y | +92.1% | +221.3% | -129.2% | +63.6% |
| All | +92.1% | +220.5% | -128.4% | +63.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SIMO.
Daily Out/Under-Performance
Portfolio return minus SIMO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SIMO 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 SIMO 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