+502.5%
NTRA vs TRMB
+12.4%
+490.1%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.4% | -0.6% | +0.2% |
| 7D | +0.2% | -3.0% | +3.3% | +1.5% |
| 30D | +4.1% | +2.3% | +1.8% | +2.9% |
| 3M | +50.0% | +15.3% | +34.7% | +39.8% |
| 6M | +67.3% | -14.7% | +82.0% | +78.4% |
| YTD | +43.6% | -26.4% | +70.0% | +63.1% |
| 1Y | +89.2% | -30.4% | +119.7% | +120.1% |
| 3Y | +502.5% | +13.5% | +489.0% | +476.4% |
| All | +502.5% | +12.4% | +490.1% | +476.4% |
Cumulative growth
Daily Returns
Daily percentage return beside TRMB.
Daily Out/Under-Performance
Portfolio return minus TRMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRMB 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 TRMB 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