+3,203.1%
NTRA vs SUI
+104.7%
+3,098.4%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -1.4% | +3.3% | +2.7% |
| 7D | +1.6% | -4.3% | +5.9% | +4.3% |
| 30D | +3.8% | -2.1% | +5.9% | +5.0% |
| 3M | +48.2% | -6.1% | +54.3% | +52.9% |
| 6M | +61.0% | -12.8% | +73.7% | +73.9% |
| YTD | +44.2% | -4.6% | +48.8% | +46.4% |
| 1Y | +87.3% | -7.7% | +95.0% | +93.6% |
| 3Y | +509.4% | +10.9% | +498.5% | +423.5% |
| 5Y | +175.1% | -32.4% | +207.5% | +241.3% |
| 10Y | +3,203.1% | +105.7% | +3,097.4% | +2,563.8% |
| All | +3,203.1% | +104.7% | +3,098.4% | +2,563.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 SUI 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