+3,059.8%
NTRA vs TECH
+189.9%
+2,869.8%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.1% | +0.8% | +0.8% |
| 7D | +0.2% | -0.4% | +0.7% | +0.5% |
| 30D | +4.1% | 0.0% | +4.1% | +4.1% |
| 3M | +50.0% | +33.7% | +16.4% | +22.2% |
| 6M | +67.3% | +34.9% | +32.4% | +32.0% |
| YTD | +43.6% | +23.2% | +20.4% | +18.4% |
| 1Y | +89.2% | +36.3% | +52.9% | +42.9% |
| 3Y | +502.5% | +2.3% | +500.3% | +403.3% |
| 5Y | +173.8% | -42.9% | +216.7% | +268.2% |
| All | +3,059.8% | +189.9% | +2,869.8% | +845.3% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH 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 10y: compounded portfolio wealth divided by compounded TECH 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…
10y analysis · Full analysis span regression · 6 months rolling