+93.6%
NTRA vs SWK
+24.6%
+69.0%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.8% | +1.6% | -0.4% |
| 7D | +1.1% | +0.1% | +0.9% | +1.0% |
| 30D | +0.6% | -8.9% | +9.6% | +3.3% |
| 3M | +51.8% | +20.5% | +31.3% | +46.1% |
| 6M | +63.6% | +27.1% | +36.5% | +54.2% |
| YTD | +41.5% | +30.2% | +11.3% | +32.4% |
| 1Y | +93.6% | +24.8% | +68.9% | +83.5% |
| All | +93.6% | +24.6% | +69.0% | +83.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling