+1,735.1%
NTRA vs STLA
+2.9%
+1,732.2%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | STLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -1.9% | +3.8% | +2.4% |
| 7D | +1.6% | +0.4% | +1.2% | +1.4% |
| 30D | +3.8% | -5.2% | +9.0% | +5.1% |
| 3M | +48.2% | -24.9% | +73.1% | +59.3% |
| 6M | +61.0% | -25.2% | +86.1% | +72.1% |
| YTD | +44.2% | -51.4% | +95.6% | +71.5% |
| 1Y | +87.3% | -40.7% | +128.0% | +107.0% |
| 3Y | +509.4% | -66.3% | +575.7% | +667.3% |
| 5Y | +175.1% | -63.2% | +238.4% | +224.9% |
| 10Y | +3,203.1% | +48.7% | +3,154.4% | +2,469.9% |
| All | +1,735.1% | +2.9% | +1,732.2% | +1,396.2% |
Cumulative growth
Daily Returns
Daily percentage return beside STLA.
Daily Out/Under-Performance
Portfolio return minus STLA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STLA 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 STLA 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