+502.5%
NTRA vs UUUU
+74.5%
+428.0%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -5.0% | +5.8% | +1.5% |
| 7D | +0.2% | -10.5% | +10.7% | +1.6% |
| 30D | +4.1% | -10.5% | +14.6% | +5.4% |
| 3M | +50.0% | -14.1% | +64.2% | +52.0% |
| 6M | +67.3% | -35.5% | +102.8% | +73.8% |
| YTD | +43.6% | -10.9% | +54.5% | +43.2% |
| 1Y | +89.2% | +3.4% | +85.9% | +81.1% |
| 3Y | +502.5% | +73.1% | +429.4% | +400.5% |
| All | +502.5% | +74.5% | +428.0% | +400.5% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 UUUU 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