+1,711.9%
NTRA vs TRGP
+453.0%
+1,258.9%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.2% | -1.4% | -1.3% |
| 7D | -0.5% | -0.6% | +0.1% | -0.3% |
| 30D | +4.3% | +10.0% | -5.7% | +1.1% |
| 3M | +50.6% | +7.6% | +43.0% | +46.1% |
| 6M | +63.9% | +26.8% | +37.1% | +50.4% |
| YTD | +42.4% | +60.6% | -18.2% | +21.0% |
| 1Y | +92.1% | +82.5% | +9.6% | +56.0% |
| 3Y | +501.7% | +265.0% | +236.7% | +288.2% |
| 5Y | +171.4% | +645.9% | -474.4% | +40.0% |
| 10Y | +3,161.4% | +850.6% | +2,310.8% | +1,047.9% |
| All | +1,711.9% | +453.0% | +1,258.9% | +477.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling