+93.1%
ORCL vs NTRA
+177.1%
-84.0%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NTRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.9% | -2.5% | -0.8% |
| 7D | +10.9% | +1.6% | +9.3% | +10.7% |
| 30D | +7.0% | +3.8% | +3.2% | +6.5% |
| 3M | -21.2% | +48.2% | -69.4% | -25.6% |
| 6M | +7.4% | +61.0% | -53.6% | 0.0% |
| YTD | -16.3% | +44.2% | -60.5% | -21.0% |
| 1Y | -32.3% | +87.3% | -119.6% | -38.2% |
| 3Y | +32.6% | +509.4% | -476.9% | +9.0% |
| 5Y | +93.1% | +175.1% | -82.0% | +53.5% |
| All | +93.1% | +177.1% | -84.0% | +53.5% |
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