-9.1%
NVTS vs NTRA
+186.7%
-195.9%
-92.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NTRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +0.9% | +3.4% | +3.9% |
| 7D | -1.4% | +0.2% | -1.7% | -1.6% |
| 30D | -16.5% | +4.1% | -20.6% | -18.0% |
| 3M | -47.6% | +50.0% | -97.7% | -57.0% |
| 6M | +7.3% | +67.3% | -60.0% | -18.8% |
| YTD | +62.9% | +43.6% | +19.3% | +32.5% |
| 1Y | +91.3% | +89.2% | +2.0% | +37.6% |
| 3Y | +43.4% | +502.5% | -459.1% | -40.8% |
| All | -9.1% | +186.7% | -195.9% | -56.3% |
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