+172.5%
NTRA vs SUI
-32.1%
+204.6%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.5% | +0.3% | -0.5% |
| 7D | +1.1% | -3.1% | +4.2% | +2.7% |
| 30D | +0.6% | -2.3% | +2.9% | +1.7% |
| 3M | +51.8% | -2.8% | +54.7% | +53.1% |
| 6M | +63.6% | -12.4% | +76.0% | +74.1% |
| YTD | +41.5% | -3.3% | +44.8% | +42.3% |
| 1Y | +93.6% | -5.8% | +99.5% | +97.2% |
| 3Y | +498.0% | +12.5% | +485.6% | +410.3% |
| 5Y | +172.5% | -32.9% | +205.3% | +254.6% |
| All | +172.5% | -32.1% | +204.6% | +254.6% |
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