-75.2%
PATH vs NTRA
+177.5%
-252.7%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NTRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.2% | +2.5% | +1.8% |
| 7D | +2.1% | +2.7% | -0.6% | +1.0% |
| 30D | +1.6% | -19.2% | +20.8% | +9.3% |
| 3M | -20.4% | +2.7% | -23.1% | -22.6% |
| 6M | +40.1% | +63.4% | -23.2% | +11.2% |
| YTD | -19.0% | +39.3% | -58.3% | -32.4% |
| 1Y | -5.8% | +59.0% | -64.8% | -25.6% |
| 3Y | -22.9% | +557.4% | -580.3% | -68.1% |
| All | -75.2% | +177.5% | -252.7% | -87.1% |
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