+89.2%
NTRA vs XME
+34.9%
+54.4%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XME | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.0% | +1.8% | +1.2% |
| 7D | +0.2% | -4.2% | +4.4% | +1.8% |
| 30D | +4.1% | -2.7% | +6.8% | +5.1% |
| 3M | +50.0% | -3.9% | +54.0% | +51.2% |
| 6M | +67.3% | -1.0% | +68.3% | +65.7% |
| YTD | +43.6% | +9.8% | +33.8% | +37.2% |
| 1Y | +89.2% | +32.5% | +56.7% | +53.1% |
| All | +89.2% | +34.9% | +54.4% | +53.1% |
Cumulative growth
Daily Returns
Daily percentage return beside XME.
Daily Out/Under-Performance
Portfolio return minus XME return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XME 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 XME 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