-85.1%
OPEN vs NTRA
+171.1%
-256.1%
-97.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NTRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -1.3% | -5.4% | -6.0% |
| 7D | -10.5% | -0.5% | -10.1% | -10.3% |
| 30D | -21.8% | +4.3% | -26.1% | -23.4% |
| 3M | -37.5% | +50.6% | -88.1% | -50.5% |
| 6M | -44.1% | +63.9% | -108.0% | -58.6% |
| YTD | -52.0% | +42.4% | -94.3% | -62.1% |
| 1Y | -52.2% | +92.1% | -144.3% | -67.9% |
| 3Y | -25.9% | +501.7% | -527.7% | -73.9% |
| 5Y | -85.1% | +171.4% | -256.5% | -92.2% |
| All | -85.1% | +171.1% | -256.1% | -92.2% |
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