+2,960.8%
NTRA vs SWK
+0.7%
+2,960.2%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.8% | +1.6% | 0.0% |
| 7D | +1.1% | +0.1% | +0.9% | +1.0% |
| 30D | +0.6% | -8.9% | +9.6% | +4.9% |
| 3M | +51.8% | +20.5% | +31.3% | +39.4% |
| 6M | +63.6% | +27.1% | +36.5% | +45.8% |
| YTD | +41.5% | +30.2% | +11.3% | +23.5% |
| 1Y | +93.6% | +24.8% | +68.9% | +70.8% |
| 3Y | +498.0% | +16.3% | +481.7% | +408.8% |
| 5Y | +172.5% | -40.1% | +212.6% | +214.2% |
| 10Y | +2,960.8% | +0.8% | +2,960.0% | +2,055.5% |
| All | +2,960.8% | +0.7% | +2,960.2% | +2,055.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SWK.
Daily Out/Under-Performance
Portfolio return minus SWK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SWK 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded SWK 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling