+41.5%
NU vs NTRA
+241.4%
-199.9%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NTRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +0.9% | -3.5% | -3.0% |
| 7D | -4.9% | +0.2% | -5.1% | -5.0% |
| 30D | +7.8% | +4.1% | +3.7% | +6.2% |
| 3M | +20.9% | +50.0% | -29.1% | +1.7% |
| 6M | +0.9% | +67.3% | -66.4% | -19.5% |
| YTD | -12.7% | +43.6% | -56.2% | -26.5% |
| 1Y | -6.4% | +89.2% | -95.6% | -29.7% |
| 3Y | +98.1% | +502.5% | -404.4% | -10.8% |
| All | +41.5% | +241.4% | -199.9% | -36.4% |
Cumulative growth
Daily Returns
Daily percentage return beside NTRA.
Daily Out/Under-Performance
Portfolio return minus NTRA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NTRA 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 NTRA 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