+173.5%
NTRA vs SPXU
-86.1%
+259.7%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -2.4% | +3.3% | -0.3% |
| 7D | +0.2% | +2.5% | -2.3% | +1.5% |
| 30D | +4.1% | +4.2% | -0.1% | +6.3% |
| 3M | +50.0% | -9.3% | +59.3% | +44.5% |
| 6M | +67.3% | -30.7% | +98.0% | +44.3% |
| YTD | +43.6% | -28.1% | +71.7% | +26.9% |
| 1Y | +89.2% | -35.2% | +124.5% | +60.7% |
| 3Y | +502.5% | -79.9% | +582.5% | +236.5% |
| All | +173.5% | -86.1% | +259.7% | +70.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling