+99.0%
NTRA vs SONY
-6.4%
+105.4%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +2.2% | -1.6% | +0.4% |
| 7D | -7.9% | +2.9% | -10.8% | -8.2% |
| 30D | -8.1% | +10.2% | -18.4% | -9.4% |
| 3M | +42.1% | +16.1% | +26.0% | +38.8% |
| 6M | +84.8% | +32.1% | +52.7% | +72.3% |
| YTD | +70.7% | +1.4% | +69.3% | +64.6% |
| 1Y | +99.0% | -7.0% | +106.1% | +96.6% |
| All | +99.0% | -6.4% | +105.4% | +96.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SONY.
Daily Out/Under-Performance
Portfolio return minus SONY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SONY 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 SONY 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