+182.5%
NTRA vs SUI
-27.1%
+209.6%
-75.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -0.8% | +3.3% | +2.9% |
| 7D | -18.2% | -2.4% | -15.8% | -17.2% |
| 30D | -19.6% | +3.3% | -22.9% | -21.3% |
| 3M | +2.3% | +0.7% | +1.6% | +1.3% |
| 6M | +60.6% | -4.1% | +64.7% | +62.2% |
| YTD | +39.6% | -1.8% | +41.4% | +38.6% |
| 1Y | +54.7% | -4.1% | +58.8% | +55.6% |
| 3Y | +584.3% | +17.4% | +566.9% | +466.1% |
| 5Y | +182.5% | -27.0% | +209.5% | +268.4% |
| All | +182.5% | -27.1% | +209.6% | +268.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling