+502.5%
NTRA vs TD
+127.3%
+375.2%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.7% | +0.2% | +0.5% |
| 7D | +0.2% | -0.5% | +0.8% | +0.5% |
| 30D | +4.1% | -1.9% | +6.0% | +4.9% |
| 3M | +50.0% | +4.8% | +45.3% | +46.2% |
| 6M | +67.3% | +28.0% | +39.3% | +48.3% |
| YTD | +43.6% | +30.3% | +13.3% | +26.3% |
| 1Y | +89.2% | +59.8% | +29.5% | +53.1% |
| 3Y | +502.5% | +124.7% | +377.8% | +315.0% |
| All | +502.5% | +127.3% | +375.2% | +315.0% |
Cumulative growth
Daily Returns
Daily percentage return beside TD.
Daily Out/Under-Performance
Portfolio return minus TD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TD 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 3y: compounded portfolio wealth divided by compounded TD 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…
3y analysis · Full analysis span regression · 6 months rolling