+1,735.1%
NTRA vs SPY
+340.2%
+1,394.9%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.5% | +2.4% | +2.5% |
| 7D | +1.6% | -0.4% | +1.9% | +2.1% |
| 30D | +3.8% | -1.4% | +5.1% | +5.7% |
| 3M | +48.2% | +3.7% | +44.5% | +41.1% |
| 6M | +61.0% | +13.0% | +48.0% | +36.8% |
| YTD | +44.2% | +12.4% | +31.8% | +23.4% |
| 1Y | +87.3% | +18.5% | +68.8% | +49.1% |
| 3Y | +509.4% | +77.6% | +431.8% | +183.7% |
| 5Y | +175.1% | +81.7% | +93.4% | +27.7% |
| 10Y | +3,203.1% | +319.7% | +2,883.4% | +530.3% |
| All | +1,735.1% | +340.2% | +1,394.9% | +242.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SPY.
Daily Out/Under-Performance
Portfolio return minus SPY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPY 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 SPY 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