+173.5%
NTRA vs UUUU
+79.1%
+94.4%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -5.0% | +5.8% | +1.9% |
| 7D | +0.2% | -10.5% | +10.7% | +2.6% |
| 30D | +4.1% | -10.5% | +14.6% | +6.3% |
| 3M | +50.0% | -14.1% | +64.2% | +53.8% |
| 6M | +67.3% | -35.5% | +102.8% | +79.5% |
| YTD | +43.6% | -10.9% | +54.5% | +39.4% |
| 1Y | +89.2% | +3.4% | +85.9% | +68.5% |
| 3Y | +502.5% | +73.1% | +429.4% | +315.7% |
| All | +173.5% | +79.1% | +94.4% | +73.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling