+97.0%
NTRA vs SIRI
+28.3%
+68.7%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.6% | +2.8% | +0.2% |
| 7D | +0.6% | +1.6% | -1.0% | +0.5% |
| 30D | +19.5% | -4.7% | +24.2% | +19.4% |
| 3M | +47.8% | +5.3% | +42.5% | +47.3% |
| 6M | +61.6% | +30.5% | +31.1% | +62.0% |
| YTD | +43.3% | +49.6% | -6.4% | +44.2% |
| 1Y | +97.0% | +28.5% | +68.5% | +104.2% |
| All | +97.0% | +28.3% | +68.7% | +104.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SIRI.
Daily Out/Under-Performance
Portfolio return minus SIRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SIRI 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 SIRI 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