+1,727.4%
NTRA vs TROW
+102.5%
+1,624.9%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.2% | +2.0% | +1.6% |
| 7D | +0.2% | -3.2% | +3.4% | +2.1% |
| 30D | +4.1% | -4.6% | +8.7% | +7.0% |
| 3M | +50.0% | -0.7% | +50.7% | +49.5% |
| 6M | +67.3% | +22.2% | +45.1% | +47.2% |
| YTD | +43.6% | +6.6% | +37.0% | +36.8% |
| 1Y | +89.2% | +5.8% | +83.4% | +80.7% |
| 3Y | +502.5% | +11.6% | +490.9% | +440.9% |
| 5Y | +173.8% | -38.9% | +212.7% | +244.0% |
| 10Y | +3,189.3% | +128.5% | +3,060.8% | +1,795.8% |
| All | +1,727.4% | +102.5% | +1,624.9% | +1,007.6% |
Cumulative growth
Daily Returns
Daily percentage return beside TROW.
Daily Out/Under-Performance
Portfolio return minus TROW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TROW 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 TROW 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