+89.2%
NTRA vs Z
-62.2%
+151.4%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | Z | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +4.0% | -3.1% | 0.0% |
| 7D | +0.2% | -6.0% | +6.3% | +1.6% |
| 30D | +4.1% | -2.3% | +6.4% | +4.2% |
| 3M | +50.0% | -0.6% | +50.7% | +49.3% |
| 6M | +67.3% | -27.6% | +94.9% | +80.1% |
| YTD | +43.6% | -52.4% | +95.9% | +64.2% |
| 1Y | +89.2% | -63.6% | +152.8% | +126.6% |
| All | +89.2% | -62.2% | +151.4% | +126.6% |
Cumulative growth
Daily Returns
Daily percentage return beside Z.
Daily Out/Under-Performance
Portfolio return minus Z return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × Z 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 Z 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