+1,711.9%
NTRA vs UUUU
+202.9%
+1,509.0%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -6.3% | +5.1% | 0.0% |
| 7D | -0.5% | -5.0% | +4.6% | +0.5% |
| 30D | +4.3% | -7.8% | +12.1% | +5.7% |
| 3M | +50.6% | -0.4% | +51.1% | +49.7% |
| 6M | +63.9% | -32.9% | +96.8% | +73.4% |
| YTD | +42.4% | -6.3% | +48.6% | +38.0% |
| 1Y | +92.1% | +7.9% | +84.2% | +74.8% |
| 3Y | +501.7% | +85.2% | +416.5% | +350.8% |
| 5Y | +171.4% | +97.0% | +74.5% | +91.2% |
| 10Y | +3,161.4% | +492.6% | +2,668.8% | +1,487.6% |
| All | +1,711.9% | +202.9% | +1,509.0% | +941.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling