+99.0%
NTRA vs SPXU
-30.4%
+129.4%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -4.9% | +5.5% | -1.5% |
| 7D | -7.9% | +2.2% | -10.0% | -6.8% |
| 30D | -8.1% | +3.8% | -11.9% | -6.2% |
| 3M | +42.1% | +3.3% | +38.8% | +45.3% |
| 6M | +84.8% | -16.7% | +101.5% | +73.5% |
| YTD | +70.7% | -28.6% | +99.3% | +49.0% |
| 1Y | +99.0% | -30.6% | +129.6% | +73.0% |
| All | +99.0% | -30.4% | +129.4% | +73.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 SPXU 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