+97.0%
NTRA vs UDR
-1.4%
+98.4%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | 0.0% | +0.1% | +0.1% |
| 7D | +0.6% | -2.0% | +2.6% | +1.1% |
| 30D | +19.5% | -5.2% | +24.7% | +21.1% |
| 3M | +47.8% | -5.8% | +53.5% | +49.5% |
| 6M | +61.6% | -1.7% | +63.3% | +59.2% |
| YTD | +43.3% | +2.4% | +40.9% | +41.0% |
| 1Y | +97.0% | -2.1% | +99.1% | +105.1% |
| All | +97.0% | -1.4% | +98.4% | +105.1% |
Cumulative growth
Daily Returns
Daily percentage return beside UDR.
Daily Out/Under-Performance
Portfolio return minus UDR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UDR 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 1y: compounded portfolio wealth divided by compounded UDR 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…
1y analysis · Full analysis span regression · 6 months rolling