+173.5%
NTRA vs SIRI
-41.5%
+215.0%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.9% | -0.1% | +0.7% |
| 7D | +0.2% | +0.6% | -0.3% | +0.1% |
| 30D | +4.1% | +2.5% | +1.6% | +3.6% |
| 3M | +50.0% | +6.6% | +43.4% | +48.0% |
| 6M | +67.3% | +32.9% | +34.4% | +58.2% |
| YTD | +43.6% | +50.5% | -6.9% | +32.1% |
| 1Y | +89.2% | +28.0% | +61.3% | +79.1% |
| 3Y | +502.5% | -22.4% | +525.0% | +508.8% |
| All | +173.5% | -41.5% | +215.0% | +232.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling