+216.6%
NTRA vs SOXQ
+286.7%
-70.0%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.8% | -0.9% | -0.1% |
| 7D | +0.2% | +0.8% | -0.5% | -0.2% |
| 30D | +4.1% | -4.6% | +8.7% | +6.5% |
| 3M | +50.0% | -10.2% | +60.2% | +55.2% |
| 6M | +67.3% | +49.7% | +17.6% | +22.6% |
| YTD | +43.6% | +67.2% | -23.7% | -2.6% |
| 1Y | +89.2% | +98.0% | -8.8% | +13.6% |
| 3Y | +502.5% | +237.2% | +265.4% | +131.7% |
| 5Y | +173.8% | +261.3% | -87.5% | -0.9% |
| All | +216.6% | +286.7% | -70.0% | +14.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SOXQ.
Daily Out/Under-Performance
Portfolio return minus SOXQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOXQ 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 SOXQ 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