+173.5%
NTRA vs TRMB
-39.0%
+212.5%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.4% | -0.6% | 0.0% |
| 7D | +0.2% | -3.0% | +3.3% | +2.1% |
| 30D | +4.1% | +2.3% | +1.8% | +2.3% |
| 3M | +50.0% | +15.3% | +34.7% | +35.6% |
| 6M | +67.3% | -14.7% | +82.0% | +82.2% |
| YTD | +43.6% | -26.4% | +70.0% | +70.9% |
| 1Y | +89.2% | -30.4% | +119.7% | +132.8% |
| 3Y | +502.5% | +13.5% | +489.0% | +401.7% |
| All | +173.5% | -39.0% | +212.5% | +316.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling