+502.5%
NTRA vs TRGP
+260.3%
+242.2%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.6% | +1.4% | +1.0% |
| 7D | +0.2% | +0.1% | +0.2% | +0.2% |
| 30D | +4.1% | +8.0% | -3.9% | +2.5% |
| 3M | +50.0% | +8.3% | +41.8% | +47.0% |
| 6M | +67.3% | +23.9% | +43.4% | +57.2% |
| YTD | +43.6% | +59.6% | -16.1% | +24.7% |
| 1Y | +89.2% | +79.4% | +9.8% | +57.0% |
| 3Y | +502.5% | +269.4% | +233.1% | +326.5% |
| All | +502.5% | +260.3% | +242.2% | +326.5% |
Cumulative growth
Daily Returns
Daily percentage return beside TRGP.
Daily Out/Under-Performance
Portfolio return minus TRGP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRGP 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 TRGP 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