+502.5%
NTRA vs SPXU
-79.9%
+582.5%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -2.4% | +3.3% | -0.2% |
| 7D | +0.2% | +2.5% | -2.3% | +1.4% |
| 30D | +4.1% | +4.2% | -0.1% | +6.2% |
| 3M | +50.0% | -9.3% | +59.3% | +44.9% |
| 6M | +67.3% | -30.7% | +98.0% | +45.5% |
| YTD | +43.6% | -28.1% | +71.7% | +27.8% |
| 1Y | +89.2% | -35.2% | +124.5% | +62.3% |
| 3Y | +502.5% | -79.9% | +582.5% | +237.2% |
| All | +502.5% | -79.9% | +582.5% | +237.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling