+1,700.8%
NTRA vs TECH
+215.4%
+1,485.4%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.2% | -1.1% | -1.1% |
| 7D | +1.1% | +0.2% | +0.9% | +0.9% |
| 30D | +0.6% | +0.1% | +0.5% | +0.6% |
| 3M | +51.8% | +37.5% | +14.4% | +21.9% |
| 6M | +63.6% | +34.6% | +29.0% | +29.8% |
| YTD | +41.5% | +23.5% | +18.0% | +17.0% |
| 1Y | +93.6% | +34.4% | +59.3% | +48.4% |
| 3Y | +498.0% | +2.3% | +495.8% | +402.8% |
| 5Y | +172.5% | -41.7% | +214.2% | +254.4% |
| 10Y | +2,960.8% | +177.6% | +2,783.2% | +1,114.6% |
| All | +1,700.8% | +215.4% | +1,485.4% | +489.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling