+1,723.2%
NTRA vs SWK
+22.0%
+1,701.2%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.9% | -0.7% | -0.2% |
| 7D | +0.6% | -0.4% | +1.0% | +0.8% |
| 30D | +19.5% | -5.7% | +25.2% | +22.9% |
| 3M | +47.8% | +24.1% | +23.7% | +33.9% |
| 6M | +61.6% | +24.7% | +36.9% | +45.2% |
| YTD | +43.3% | +33.9% | +9.3% | +23.4% |
| 1Y | +97.0% | +34.7% | +62.4% | +67.6% |
| 3Y | +424.9% | +15.3% | +409.6% | +349.7% |
| 5Y | +165.2% | -39.3% | +204.5% | +203.3% |
| 10Y | +3,114.3% | +2.5% | +3,111.8% | +2,288.8% |
| All | +1,723.2% | +22.0% | +1,701.2% | +1,131.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling