+1,723.2%
NTRA vs SUI
+171.6%
+1,551.6%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.3% | +0.5% | +0.4% |
| 7D | +0.6% | -2.8% | +3.4% | +2.2% |
| 30D | +19.5% | -1.2% | +20.7% | +20.2% |
| 3M | +47.8% | -1.7% | +49.5% | +48.2% |
| 6M | +61.6% | -10.5% | +72.1% | +71.2% |
| YTD | +43.3% | -1.8% | +45.1% | +43.1% |
| 1Y | +97.0% | -4.1% | +101.1% | +99.0% |
| 3Y | +424.9% | +11.3% | +413.7% | +358.6% |
| 5Y | +165.2% | -32.1% | +197.3% | +222.3% |
| 10Y | +3,114.3% | +110.4% | +3,003.9% | +2,650.3% |
| All | +1,723.2% | +171.6% | +1,551.6% | +1,037.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling