+3,059.8%
NTRA vs SPXU
-99.6%
+3,159.3%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -2.4% | +3.3% | -0.3% |
| 7D | +0.2% | +2.5% | -2.3% | +1.4% |
| 30D | +4.1% | +4.2% | -0.1% | +6.3% |
| 3M | +50.0% | -9.3% | +59.3% | +44.7% |
| 6M | +67.3% | -30.7% | +98.0% | +45.0% |
| YTD | +43.6% | -28.1% | +71.7% | +27.5% |
| 1Y | +89.2% | -35.2% | +124.5% | +61.7% |
| 3Y | +502.5% | -79.9% | +582.5% | +246.1% |
| 5Y | +173.8% | -86.4% | +260.2% | +67.4% |
| All | +3,059.8% | -99.6% | +3,159.3% | +529.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling