+1,735.1%
NTRA vs SMTC
+719.7%
+1,015.4%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.8% | +1.1% | +1.6% |
| 7D | +1.6% | +22.5% | -20.9% | -5.4% |
| 30D | +3.8% | +24.9% | -21.1% | -5.1% |
| 3M | +48.2% | +4.1% | +44.2% | +39.8% |
| 6M | +61.0% | +92.6% | -31.6% | +17.8% |
| YTD | +44.2% | +122.5% | -78.3% | -0.9% |
| 1Y | +87.3% | +166.2% | -78.9% | +18.0% |
| 3Y | +509.4% | +577.2% | -67.7% | +103.6% |
| 5Y | +175.1% | +119.0% | +56.2% | +54.8% |
| 10Y | +3,203.1% | +527.9% | +2,675.2% | +1,076.2% |
| All | +1,735.1% | +719.7% | +1,015.4% | +414.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SMTC.
Daily Out/Under-Performance
Portfolio return minus SMTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SMTC 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 all: compounded portfolio wealth divided by compounded SMTC 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…
all analysis · Full analysis span regression · 6 months rolling