+1,676.8%
NTRA vs SWK
+46.2%
+1,630.6%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -0.7% | +3.2% | +2.8% |
| 7D | -18.2% | -2.3% | -15.9% | -17.3% |
| 30D | -19.6% | +30.4% | -50.0% | -29.0% |
| 3M | +2.3% | +12.1% | -9.9% | -3.6% |
| 6M | +60.6% | +49.1% | +11.5% | +33.0% |
| YTD | +39.6% | +60.4% | -20.8% | +10.1% |
| 1Y | +54.7% | +78.3% | -23.6% | +15.8% |
| 3Y | +584.3% | +53.3% | +530.9% | +410.1% |
| 5Y | +182.5% | -27.0% | +209.5% | +196.6% |
| 10Y | +2,768.3% | +20.8% | +2,747.5% | +1,873.6% |
| All | +1,676.8% | +46.2% | +1,630.6% | +999.1% |
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