+83.9%
ROKU vs NTRA
+507.7%
-423.8%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NTRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.9% | -0.3% | +0.2% |
| 7D | -0.4% | +0.2% | -0.7% | -0.5% |
| 30D | +2.1% | +4.1% | -2.0% | +0.5% |
| 3M | +29.5% | +50.0% | -20.5% | +10.1% |
| 6M | +53.8% | +67.3% | -13.5% | +23.4% |
| YTD | +42.8% | +43.6% | -0.8% | +21.0% |
| 1Y | +60.7% | +89.2% | -28.5% | +20.4% |
| 3Y | +83.9% | +502.5% | -418.7% | -27.2% |
| All | +83.9% | +507.7% | -423.8% | -27.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling